Today it’s copper

Today it’s copper

Copper for September delivery closed up 2.84% today. Copper stocks did even better with Freeport McMoRan Copper and Gold (FCX) closed up 5.73% for example. Southern Copper (SCCO) ended the day ahed 3.37%. And First Quantum Minerals (FQVLF) traded up 10.14%. So what’s going on?

Apple’s newest China problem

Apple’s newest China problem

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Notes You Need for August 15: Equity allocation peak, China July new loans, most shorted stocks, inventories grow faster than sales, Alibaba, retail sales, December interest rate move odds

Notes You Need for August 15: Equity allocation peak, China July new loans, most shorted stocks, inventories grow faster than sales, Alibaba, retail sales, December interest rate move odds

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...
Calendar says odds of another provocative act from North Korea are very high over the next two weeks

Calendar says odds of another provocative act from North Korea are very high over the next two weeks

The North Korean regime in Pyongyang likes to commemorate  important dates in the country’s wars against historical external enemies with “gestures” toward those countries that Kim Jong-un has branded the country’s current enemies. This time around those “gestures” could include a missile test or two. What are the dates that could trigger a “gesture”?