Xi’s tough talk isn’t good news for investors
Hope you weren’t hoping for good news from President Xi Jinping’s speech Tuesday to an audience of party officials, military honchos, and business leaders on the 40th anniversary of Deng Xiaoping’s Reform and Opening Up campaign that unleashed China’s economy.
Did Monday action signal a (temporary) bottom?
Monday’s big drop in U.S. stocks was unusual in this period of frequent market routs–and unusual in an important way.
Buying Pfizer for my Dividend Portfolio
I'm going to take advantage of the selling in the market in general and in the drug sector in particular--on news of the asbestos liability at Johnson & Johnson and fears of the death of Obamacare (AKA the Affordable Care Act)--to buy Pfizer (PFE) in my Dividend...
Selling Citigroup out of my Dividend Portfolio
I've done a decent job in 2018 of staying away from the plunging financial sector--except in my Dividend Portfolio. There, sucked (or "suckered" if you prefer) by high dividend yields and the prospects of rising net interest margins as the Federal Reserve raised...
How will the President Trump wild card play out in the stock market this week?
Maybe that should be "wild cards." First, there's President Donald Trump's threat to shut down about 25% of the government on December 22 if Congress doesn't include $5 billion for his border wall in its bill to fund such government units as the Department of Homeland...
My second global warming pick is Jubak Picks member Xylem
Xylem (XYL) One of the "ironies" (for lack of a better word) of Global Warming is that it will put lots of water where many people don't want it, and it will leave many regions that have enough water now thirsty, and it will threaten to turn many existing supplies of...
Saturday Night Quarterback says, For the week ahead expect…
... words to count. Big time. Everyone, including my Aunt Tilly, expects that the Federal Reserve will raise its benchmark interest rate 25 basis points at the Wednesday, December 19, meeting of the Open Market Committee. The CME FedWatch tool, which uses prices in...
Special Report: Global Warming and Your Portfolio: Is Your Portfolio ready?
$23 trillion. It's a big enough number to get my attention. On Monday, December 10, 415 investment managers, pension funds, and insurers, told the ministers gathered for the United Nations climate summit in Katowice, Poland, that the world faces a financial crash...
Adding Vulcan Materials, first Global Warming pick, to 50 Stocks Portfolio
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...
News flow a net negative this morning and stocks retreat
I recently noted that I thought stocks wanted to climb, and would through the end of the year--if news let them. Well, this morning, the news has put a big downward thumb on the scale. First off, China's November retail sales grew 8.1% year over year, China's...
Tomorrow morning’s retail sales report for November: really tough comparisons
Economists surveyed by Briefing.com are expecting the 8:30 a.m. New York time report on November retail sales to show month to month growth of 0.2%. That wouldn't be quite so likely to disappoint the market except that retail sales climbed 0.8% month to month in...Download Jim’s eBook for Free
