Blog

Archive for June, 2019

Adding Call Options on Parsley Energy–No. 7 in my Best Picks for 2019–to my Volatility Portfolio today

Today I'm adding Parsley Energy (PE) January 17, 2020 Call Options with a strike of $20 (PE200117C00020000) to my Volatility Portfolio. I'm jumping the line a bit here in my Special Report 10 Best Picks for the Last 6 Months of 2019 in buying these options today. These Parsley Energy options are No.7 in this […]

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Confrontation with Iran continues to heat up

You can measure exactly how worried the oil sector is about more attacks in the Persian Gulf by trading the insurance premiums for oil tankers in the region. War risk premiums for a standard oil cargo from the Persian Gulf and the tanker hauling it can now cost upwards of $500,000, according to Bloomberg. Earlier […]

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

... nervousness. With the Federal Reserve locked in, seemingly, on an interest rate cut in July, and then strongly inclined to cut rates again in September, no one really wants to step out of this market. We're talking major stimulus for the economy and a major boost for stocks. But... Then there are the rising […]

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Trick or Trend: U.S. adds more Chinese tech companies to blacklist ahead of G20 meeting this week

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. You have to say the timing here is odd. U.S. President Donald Trump is scheduled […]

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Raising target price on Tencent Holdings , #4 in my 10 Best Picks for the Next 6 months of 2019 Special Report

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Adding Barrick Gold, #3 in my 10 Picks for the Next 6 Months Special Report, to Jubak Picks

It hasn't taken much--fears of war with Iran, a trade war with China, and signals of at least 50 basis points in interest rate cuts from the Federal Reserve--but gold has finally broken out of its 5-year trading range. Gold shot higher on June 20, testing the March 2014 high of $1.393 an ounce. Gold […]

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India raises tariffs on U.S. imports

I wonder if the Trump White House ever feels like it's playing Whac-A-Mole. Certainly as soon as the administration talks one tariff crisis back from the edge, another seems to pop up somewhere else in the globe. Now it's India. India has announced retaliatory tariffs on 28 U.S. exports to India. The tariffs will run […]

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Adding Vanguard Short Term Treasury ETF to Picks Portfolio; #2 Best Pick for the Next 6 Months

Last night I made Vanguard Short Term Treasury ETF (VGSH) the No. 2 pick in my Special Report 10 Best Picks for the Next 6 Months of 2019. Today I'm adding it to my Jubak Picks Portfolio. I'm calling this my Judy Shelton Pick. I'll explain what that means in a moment. Despite the challenging words […]

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Oil soars after Iran shoots down U.S. drone

U.S. crude benchmark West Texas Intermediate climbed 5.23% to $56.57 a barrel as of 2:30 p.m. New York time today June 20. International benchmark Brent crude rose 4.03% to $64.31 a barrel. A U.S. drone was shot down by Iran in Iranian territory according to Iran or in international airspace according to the United States. […]

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$416 billion for seawalls in the United States by 2040–that’s a lot of gravel sales for Vulcan Materials

In the next 20 years spending on seawalls to protect communities could cost as much as the initial investment in the interstate highway system. Total spending to defend against rising ocean levels could run to $416 billion in the next 20 years, according to a report from the Center for Climate Integrity. Coming as it […]

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