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Archive for June, 2019

Trump interview utterly confuses markets ahead of Saturday meeting with China’s Xi

So what  does the United States want out of the Saturday talks between President Donald Trump and Chinese President Xi Jinping? In a Wednesday interview with Fox Business Network’s Maria Bartiromo Trump thoroughly confused expectations. The market consensus had been that Trump and Xi would agree, the market hoped, to restart stalled talks on ending […]

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Bonus Special Report: 5 Value Stocks in a Market Near All-Time Highs

The Standard & Poor's 500 closed at a new all-time high on June 20 at 2954.18. It's easy in today's market to find stocks trading at astronomical price to earnings ratios. Amazon (AMZN) sell for 79.90 times trailing twelve-month earnings per share. Netflix (NFLX) trades at 132.51 times trailing earnings per share. With worries about […]

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Why stocks might pause this week

If there was ever a set up for a pause, this week is it. Last week, on June 20, the Standard & Poor's 500 hit an all time high. This week there's a lot of pending news to make investors nervous at this level of price in the market. It's time for caution--and maybe pulling […]

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Cash flows into U.S. equity funds surge in last week to highest since March 2018

Let's hope this ends better than it usually does. On June 20, the day that the U.S. Standard & Poor's 500 hit a new all-time high, EPFR Global Data reported that equity mutual funds and ETFs had seen $14.3 billion in net inflows for the week that ended on June 19. That was the biggest […]

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Whoa! on those interest rate cuts, the Fed says

The financial markets are getting ahead of themselves in a bad case of rate cut fever, Fed chair Jerome Powell, and St. Louis Fed President James Bullard both said today. This is a message that I've been waiting to hear as the financial markets moved to price in not a 25 basis point cut interest […]

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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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