Trick or Trend: Watch those whisper numbers ahead of earnings–some are running dangerously hot
Our regular (or occasional or perhaps occasionally regular) Friday series ( actually running on Saturday this week) Trick or Trend looks at what might (or might not) be emerging investible trends. Exclusively on JAM. This post won't run anywhere else. Ever. Given my...
Saturday Night Quarterback says, For the week ahead expect…
... everyone to be focused on second quarter earnings reports that go into overdrive beginning on Monday, July 16, when Netflix (NFLX) is scheduled to report. (Wall Street analysts are looking for the company to report earnings of 79 cents a share for the quarter, up...
More signs of the coming credit crunch
Looking for signs that lenders are taking on more risk and driving the credit markets to shakeout and a Minsky Moment, when suddenly credit gets not just expensive but really scarce? Here's one. Now the regulators have loosened up on Wall Street, the country's biggest...
Reaction to JPM Chase earnings today small red flag for continued earnings season rally
The reaction to Wells Fargo (WFC) earnings released before the open this morning was perfectly fitting. The bank lagged its peers again on key metrics (revenue fell 3.1% year over year and earnings per share were down 9% as average loans fell 1%) and the stock was...
Notes You Need for July 12: Quits rate, waterfront real estate, QCOM to walk, EuroZone growth cut, Chinese AI, airline ticket prices, MCD salads, AT&T appeal
 In my daily trawling through the market I come upon lots of tidbits of knowledge that I think are important to investors but that don't justify a full post. I've decided to start compiling these notes here each day in a kind of running mini blog that I'm calling...
Trade war? What trade war? We’re back to the earnings rally today
U.S. stocks closed up on the fifth day out of the last six on a belief that Chinese rhetoric signaled a withdrawal from an immediate confrontation with the United States over trade. The shift wasn't huge. Chinese officials continued to stress that the government will...
I’m buying the Utilities Select Sector SPDR ETF in my Perfect 5 Portfolio today
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...
I’m selling the Invesco KBW Bank Portfolio ETF out of my Perfect 5 ETF Portfolio
As I outlined in my recent special report "Five Places to Hide from a Downturn--and Still Make Some Money" on my JubakAssetManagemnt.com site, Â I think worry over the added downside potential for stocks created by everything from the tariff war, to higher interest...
Inflation, as measured by headline CPI, up 2.9% year over year
Headline inflation, as measured by the Consumer Price Index, was up 0.1% in June, the Bureau of Labor Statistics reported this morning. That was below the 0.2% increase expected by economists surveyed by Briefing.com. It did, however, bring growth in headline...
Selling Cheniere Energy out of my Jubak Picks portfolio on China trade war
Back when President Donald Trump and President Xi Jinping were best buds they announced a deal in principle that would expand Chinese purchases of liquified natural gas from the United States in general and Cheniere Energy (LNG) in particular. I think we can assume...
Trump administration tees up next tariffs on $200 billion in Chinese goods
The Trump administration has released a new list of $200 billion in Chinese goods that would be subject to higher tariffs as promised in retaliation for Chinese tariffs in retaliation for earlier U.S. tariffs. The new tariffs won't go into effect until the end of...Download Jim’s eBook for Free
