December 31, 2018 | Daily JAM, Stock Alerts, TCEHY |
China's media regulators have ended a nine-month freeze on the approval of new video games in the $30 billion Chinese market. Global industry (and Chinese market leader) Tencent Holdings (TCEHY) didn't have a title among the 80 new games approved, but the end of the...
December 31, 2018 | AAPL, Daily JAM, Stock Alerts |
Shares of Apple (AAPL) haven't done too badly today--up 0.60% at 3:30 p.m. New York time--considering that they got a hard ding from Citigroup today. According to a report from Citigroup, investors can expect a significant reduction in production of the iPhone XS,...
December 31, 2018 | Daily JAM, Stock Alerts, VIX, Volatility |
I'm taking advantage of the 25% drop in the CBOE S&P 500 Volatility Index (VIX) to add March 19, 2019 Call Options at a strike price of $26.00 (VIX190319C00026000) to my Volatility Portfolio today. The VIX, otherwise know as the fear index, climbs when investors...
December 31, 2018 | Daily JAM, Morning Briefing |
On Saturday President Donald Trump reported “big progress” in trade talks with his Chinese counterpart Xi Jinping after a long phone call on Saturday. The President added that negotiations were “moving along very well” toward a comprehensive deal. The statement from...
December 30, 2018 | Daily JAM |
... everything in the way of economic news to get crammed into Thursday and Friday after a quiet start to the week. On Thursday, investors and traders get news on initial claims for unemployment (How strong is the job market?), the purchasing managers index for the...
December 29, 2018 | Daily JAM, Friday Trick or Trend |
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. When...
December 28, 2018 | Daily JAM, Mid Term |
Once stocks have wound up in the jaws of a bear market, the most pressing question is when/where will it end? Which is tough to predict because we have a relatively small data set to project from--we've only had 12 bear markets (using the 20% drop from a high as our...
December 28, 2018 | Daily JAM, Notes You Need |
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...
December 28, 2018 | Daily JAM, MGM, Stock Alerts |
If you're thinking of doing some bottom fishing in a belief that the bear market might be nearing a bottom or that the recent Santa Claus rally could last into the first half of January, I'd suggest you take a look at some charts, either of individual stocks or of...
December 27, 2018 | Daily JAM, FXY, Perfect Five-ETFs, VEA, Volatility |
Back on October 3 I switched from the Invesco Currency Shares Japanese Yen ETF (FXY) to the Vanguard FTSE Developed Markets ETF (VEA) in an effort to get a little more performance out of this slot in my Perfect 5 ETF Portfolio. (This ETF invest in both Japan and...
December 27, 2018 | Daily JAM, Mid Term |
If you're trying to figure out this market--and who isn't?--down 700 points on the Dow on Monday; up 1000 on Wednesday, down 400 points on Thursday before finishing up 250 points, I'd suggest starting with the observation that this bear market is global. In the United...
December 27, 2018 | Daily JAM, Morning Briefing, Short Term, Volatility |
Yesterday, Wednesday December 26, U.S.markets staged a historic rally with the Dow Jones Industrial Average gaining more than 1,000 points. All of the major U.S. indexes gained better than 4% on the day. Today, Tuesday, December 27, as of noon New York time, the Dow...