Notes You Need for November 26: Argentina, Italy budget, Treasury yields, MGM, Federal Reserve minutes, Salesforce, corporate bonds, BMY, AAPL
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 Notes...5 picks for the next bounce–on evidence from the last bounce
The huge bounce on Wednesday, November 21, isn't a guarantee of another bounce. But it does testify that a bounce is possible in this market. It tells us something about the likely conditions for a bounce--low volume days of the sort that are increasingly frequent at...One more for the list: ECB starts countdown to euro decision on December 13
On December 13 the European Central Bank will decide whether to cap its $2.9 trillion program of bond buying as planned. The bank had decided that Europe's economy was strong enough for the central bank to wind down its purchases of bonds that have kept interest rates...Saturday Night Quarterback says (on a Sunday), For the week ahead expect…
... that nothing will be as important to the financial markets as the meeting between U.S. President Donald Trump and Chinese President Xi Jinping during the November 30-December 1 summit of the Group of 20 in Buenos Aires. Ahead of the weekend meeting days when the...Trick or Trend: Black Friday and Cyber Monday sales strong but it won’t matter without some agreement between U.S. and China on tariffs
Our regular (or occasional or perhaps occasionally regular) Friday series (running on Sunday 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. U.S. consumers...Have a great Thanksgiving!
Do all your favorite things with your family--bicker over politics, watch too much sports, forget the name of your youngest cousin--and give thanks for all we have. I'll certainly be back posting on Monday. But maybe on Friday and over the weekend if we get...Video: Not All Growth is Equally Easy – or Profitable.
JIM’S VIDEO: Amazon and Alibaba Prove: Not All Growth is Equally Easy – or Profitable.