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Archive for December, 2018

China ends its freeze on new game titles–good for Tencent soon-ish

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 freeze is good news for Tencent, which reported its first […]

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Citigroup lowers its Apple iPhone sales estimates

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, MaxXS and XR in the first quarter of 2019 in response to […]

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Adding VIX Call Options to my Volatility Portfolio for bear market protection

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 and traders decide that market risk is climbing and buy […]

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Stocks take Trumps’s Saturday tweet of “big progress” in China trade talks with a grain of salt

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 China's state news sources was more measured: President Xi Jinping believed both sides wanted […]

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Saturday Night Quarterback says (on a Sunday), For the week ahead expect…

... 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 manufacturing sector, and auto sales (How strong is the […]

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Trick or Trend: Is there a liquidity problem in the U.S. stock market?

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 there's plenty of liquidity in the stock market, sell orders for big blocks of […]

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Why predicting a bottom for this bear is so hard: More lessons from the charts

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 definition of a bear […]

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Notes You Need for December 28: China profits dip, Nissan to cut car production in China, German economic sentiment, pending home sales dip, China PMI due Sunday, U.S. oil inventories, U.S. rig count

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 You Need. I launched this new […]

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MGM Resorts International: That’s one ugly chart (and what that means for the market as a whole)

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 major indexes. They show how […]

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European markets sink into bear today; I’m switching back to yen and selling the euro in my ETF Portfolio

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 Europe.) And for a little while […]

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