All that glitters isn’t gold–frequently these days it’s copper
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...Will China change its economic ways? A key test looms
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...Revised GDP and initial claims numbers pass the crucial test–they’re no worse than expected
Not terrible and no worse than expected. How’s that for a ringing endorsement of the U.S. economy? The latest revision of figures on the growth rate of the U.S. economy in the second quarter, released this morning, show the economy growing at a 1.7% annual rate. That’s up just slightly from the previous revision that showed a 1.6% annual growth.
Earnings season starts next week: The key isn’t what companies report but how investors react
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...Now you can invest in my mutual fund through your Schwab account too
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...Shippers point to better than expected holiday retail sales
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...The Irish–and euro–crisis is worse this morning
The Irish crisis deepens—at least as judged by spreads on Irish government bonds. Yields on Irish government bonds hit records on Tuesday, September 28.The immediate cause of the jump in Irish yields was an announcement that on Thursday the government will unveil a plan to pump more money, a projected $6.7 billion, into Anglo Irish Bank
Vale sends a strong positive message to its shareholders: We’re not Petrobras!
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...Yes, it’s a currency war, and No, nobody is going to do anything about it
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...Now it’s Ireland’s turn to rattle the euro
Bloomberg is reporting this morning that European central banks have bought Irish government bonds in an effort to prevent bond prices from sliding further and setting off panic selling in the debt of Ireland and other peripheral euro economies such as Greece and Portugal