June 20, 2019 | Daily JAM, Stock Alerts, VMC |
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...
June 19, 2019 | Daily JAM, Morning Briefing |
So much for "patient." Today after the meeting of the Open Market Committee on interest rates the Federal Reserve announced that it would leave benchmark interest rates at the current 2.25% to 2.50%. But in its words the Fed delivered what the market hoped for--a...
June 19, 2019 | AAPL, Daily JAM |
President Donald Trump has argued that slapping higher tariffs on Chinese goods exported to the United States would bring jobs back to this country--if China didn't agree to a new trade deal--as companies moved factories in order to avoid the higher tariffs. According...
June 18, 2019 | CTVA, Daily JAM, Special Reports, Volatility, You Might Have Missed |
This isn't  time for investing as usual. As whacky as the first half of 2019 has been--the Federal Reserve embraces interest rate cuts, the U.S. and China descend further into a trade war, the U.S. economy turns in better than 3% growth but fears for a slowdown in...
June 18, 2019 | Daily JAM, Morning Briefing, Short Term |
Apparently U.S. President Donald Trump and Chinese President Xi Jinping will talk at next week's meeting of the Group of 20 in Osaka Japan. President Trump tweeted his morning: "Had a very good telephone conversation with President Xi of China. We will be having an...
June 17, 2019 | Daily JAM, NKTR, PE, Stock Alerts |
Again. I'm adding the January 17, 2020 Call Options with a strike at $35 on Nektar Theraeutics (NKTR) to my Volatility Portfolio on JubakAM.com and JugglingWithKnives.com. (Ticker on these options is NKTR200117C00035000.) The underlying shares closed at $33.70, up...
June 17, 2019 | Daily JAM, Morning Briefing |
Oil markets today are asking reasonably if OPEC can't agree on a date for talks on extending production cuts, then what hope is there for an actual agreement to cut oil production? Iran has backed away from its insistence that OPEC meet in June as originally...
June 16, 2019 | Daily JAM |
... all attention to be on what the Federal Reserve says on Wednesday, June 19, after the meeting of its rate-setting Open Market Committee. Nobody on Wall Street expects the Federal Reserve to cut interest rates at the June meeting--expectations are high for a July...
June 14, 2019 | Daily JAM, Friday Trick or Trend, Mid Term |
Our regular (or occasional or perhaps occasionally regular) Friday series (actually running on Friday 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. I think there...
June 13, 2019 | Daily JAM, PE, Stock Alerts |
Back on April 17, I made Parsley Energy (PE) my first disruption in the oil sector pick in my Special Report on Disrupted Sectors. I didn't actually post that pick to the portfolio, however, and this post, excerpted from the Special Report, is a fix for that error....
June 13, 2019 | AAPL, Daily JAM, Mid Term, Stock Alerts, Volatility |
Today Broadcom (AVGO) cut its annual sales forecast, saying that the U.S.-China trade war will wipe out the rebound in orders that it had predicted for the second half of 2019. Revenue at the chipmaker for fiscal 2019 will be $22.5 billion instead of the $24.5 billion...
June 13, 2019 | Daily JAM, Morning Briefing, PE |
For the second time in a month two oil tankers came under attack in international waters near the strategic Strait of Hormuz. One ship, a Japanese-owned tanker carrying methanol, was apparently attacked by limpet bombs attached to its hull or by a mine. The second...