Joerger Financial Mangement, Inc. was founded to offer investment strategies that have the capacity to generate absolute returns in both bull and bear market cycles. Joerger Financial specializes in technical trading strategies applied to the S&P 500 Index and S&P 500 Index options.
Central to the Joerger Financial investment strategies is the observation that there has been a material change in the U.S. equity market investment climate over the past ten years. In the long sustained growth period from 1982 to 2000, patient long-only investors were rewarded with excellent returns. Market challenges during this period, while sharp, were resolved with V-shaped recoveries and a quick return to growth. Over the last five years of this period from 1994 to 2000, the U.S.'s "accomodative policies" accelerated growth to extreme levels, but, unfortunately, created the environment that we now face.
The investing climate for U.S. equities has been difficult over the past decade. The S&P 500 has suffered two extreme bear markets, losing over 50% of its value twice since 2000. The S&P 500 has now traded in the 700-1550 range since 1997.
The Joerger Financial investment strategies were developed to provide sophisticated investors with an opportunity to acheive absolute returns from the U.S. equity markets independent of investment climate.
The global economy has failed to generate a robust recovery from the 2008 financial crisis, and there continue to be serious challenges in terms of public sector debt, employment, and economic growth in the U.S. It seems most likely that the S&P 500 will continue to be buffetted by the same or even stronger forces over the next ten years as it has over the past ten years. The only way to navigate this uncertainty is to pursue investing strategies that are nimble and capable of achieving absolute returns in both up and down markets.