China’s economy continues to slow
The growth rate for China's GDP slowed to 6.4% in the fourth quarter, government data showed today. That's the slowest rate of growth since 2009. (GDP growth in the third quarter was 6.5%.) For all of 2018, China's economy grew by 6.6%. That hit government targets and...
Adding First Quantum Minerals to my Special Report: 10 Best Buy Stocks for after the bear–and to my Jubak Picks Portfolio
Tuesday January 22, I will be adding First Quantum Minerals (FQVLF) to both my Special Report: 10 Bust Buy Stocks for after the bear--and to my Jubak Picks Portfolio. The shares are already a member of my Volatility Portfolio. Although this Canadian copper miner...
Will a new kind of buyer push Treasury yields higher?
Our regular (or occasional or perhaps occasionally regular) Friday series (actually 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. The character...
Why I can’t put away my bear market worries #4: Consumer sentiment is becoming more negative
Most of the recent sentiment surveys show the same result: While sentiment about current conditions--AKA the present--remains strong, sentiment about conditions 6 to 12 months out is sliding in a pessimistic direction. The recent Bloomberg Consumer Comfort index,...
Why I can’t put away my bear market worries #3: Money flows that look like a bounce and not like a rally
Rallies share one very important pattern. In a rally more investors and traders want to jump in as prices rise. They're convinced that rising prices mean that prices will climb even more in the future and so they buy, driving prices higher. Bounces follow a different...
Why I can’t put away my bear market worries #2: Financials to tech earnings transition
The big banks have delivered to start off earnings season. And the financial sector has been a key source of strength for the uptrend in stocks since January 3. Over the last month, the Financial Select Sector SPDR ETF (XLF) is up 5.4% as of the close on January 17....
Why I can’t put away my bear market worries: #1 Hong Kong overnight
Did you see what happened in Hong Kong overnight? The major Hong Kong Index, the Hang Seng was down slightly, dropping 0.54% on the session. But a smaller group of stocks in the Hong Kong market got slaughtered. Jiayuan International Group, Sunshine 100 China Holdings...
Adding Tenable to my 10 small company picks for the January Effect Special Report
One trend that I believe I need more exposure to in my JubakAM.com portfolios is cybersecurity. The Internet is a dangerous place and it's becoming more dangerous every day. And that danger poses opportunity for companies that offer protection--either through software...
Trump administration economists double estimates of shutdown costs
Yesterday, President Donald Trump' economic advisers more than doubled their estimate of the damage to the U.S. economy by the shutdown of parts of the U.S. government affecting some 800,000 federal workers. The Council of Economic Advisers now calculates the shutdown...
Special Report: 10 Best Buy Stocks for after the bear (or for now if you think the bear is over.)
Is the bear market over? And if it is, what stocks should you target as "best buys." The first is a really, really tough question to answer now. News of new efforts to stimulate economic growth in China helped push the Standard & Poor's 500 stock index over...
China promises to cut taxes, increase spending to stimulate economy
China will cut taxes by $300 billion (or about 1.2% of GDP according to JPMorgan) in an effort to increase growth in a slowing economy, deputy central bank governor Zhu Hexin, assistant finance minister Xu Hongcai, and Lian Weiliang, vice chairman of the National...Download Jim’s eBook for Free
