Did Bank of Japan put the kibosh on any Fed interest rate increase in 2016?
The consensus among traders is that the cut in interest rates by the Bank of Japan makes not just the four interest rate hikes signaled by the Federal Reserve for 2016 unlikely but also any interest rate increase at all
Oil, U.S. stocks, and Shanghai don’t seem on the same page at the moment
Oil prices surged on “news” that Russia and OPEC members would meet in February to coordinate a cut to oil production. Now it looks like there were never any plans for a meeting, but oil is still strongly ahead
Selling Yamana Gold out of Jubak Picks, keeping it in long-term portfolio
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...Just the news we don’t need right now from China
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 Fed disappoints the U.S. stock market
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...On the morning before the Fed meets, pick your interpretation for the market’s moves
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...Is Apple’s forecast of a drop in revenue for the March quarter an Apple problem or a market problem?
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...As faith in central banks goes, so goes the market
The market’s faith in central banks will be tested if the Bank of Japan and the Fed don’t deliver this week. But I will also be watching to see if the market falters a bit even if they do deliver.
My new volatility version of the long-term 50 picks portfolio
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...Slosh! Don’t pay too much attention to hedge fund noise
If you want to trade on price trends along with the big boys, go right ahead. Just don’t assume that these very profitable short-term moves have anything to do with fundamental changes in these markets