Buy Precision Castparts on this dip for a return to organic growth in 2014
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...Stronger than expected U.S. economic growth doesn’t move stocks much
U.S. stocks rose modestly, very modestly, on news this morning that the U.S. economy grew by 1.7% year over year in the second quarter of 2013. That’s up from 1.1% growth in first quarter (revised downward from 1.8%) and above the 1.1% gain expected by economists
Emerging markets are now disliked; I’m waiting for the day they’re hated
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...Fertilizer stocks in rout as potash cartel cracks
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...Industrial production falls in Japan; stocks climb in Tokyo
Industrial production fell in June by 3.3% from May, the Japanese Trade Ministry announced today. Economists surveyed by Bloomberg had expected a 1.5% drop. On the news the yen fell to 98.13 against the dollar and Tokyo stocks rallied
Where’s the inflation? Maybe its deflation that we should be worried about and investing for
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...Potash: Volumes are up but prices are down so still too early to buy
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...Japan’s big sell off on Friday overstated the strength of June’s inflation numbers
Friday news that Japan, the home of deflation, deflation, and more deflation, had turned in its highest rate of inflation in five years in June sent stocks in Tokyo down 2.97%. Here’s why good news was bad news and why, I think, the market over-reacted.
On the news the Nikkei 225 dropped 2.97% in Tokyo for Friday’s session.
Saturday Night Quarterback says, For the week ahead expect…
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...DuPont isn’t the biggest of the three seed giants but it might be the best investment
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...EuroZone recovery looks like 2014 to me with 2013 devoted to putting in a bottom
Recovery in the EuroZone? The German Ifo survey of business confidence rose for a third straight month in July. Or another year of contraction? IMF says no growth until 2014. Can we resolve the contradiction?