Blog

Archive for July, 2019

Trick or Trend: Is it time for silver to shine?

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. On Thursday, July 18, silver futures on the Comex used a fifth straight day of […]

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 site. And we'll throw in the first week free! If you change your mind during that first week, just cancel your subscription from your profile page, and you won't be billed anything.

The market dangers of this incompetent Federal Reserve

Add Thursday's remarks by New York Fed President John Williams to those of Fed chair Jerome Powell back in December and the record shows this team at the Fed is the "Gang that Couldn't Talk Straight." In December Powell sent the markets tumbling when he implied that the Fed would continue to raise interest rates. […]

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 site. And we'll throw in the first week free! If you change your mind during that first week, just cancel your subscription from your profile page, and you won't be billed anything.

How big are the problems at Netflix? Too big for bottom fishing yet

It's not just the huge miss on subscriber growth that has sent shares of Netflix (NFLX) plunging in the two days since it reported second quarter earnings. The stock fell 10.27%, or $37.23 a share, on July 18 and it was down another 1.87% today as of 2 p.m. New York time. It's the reason […]

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 site. And we'll throw in the first week free! If you change your mind during that first week, just cancel your subscription from your profile page, and you won't be billed anything.

Making IBM my #10 (and last) stock in my Special Report 10 Best Picks for the last half of 2019 and adding it to Dividend Portfolio

IBM? I can hear you saying. Yes, IBM (IBM) and I will even add the stock to my Dividend Portfolio tomorrow, July 19. IBM reported second quarter earnings after the market closed yesterday, Wednesday July 18. And in many ways it looked like typical disappointing IBM quarter. Revenue fell again in the quarter by 4% […]

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 site. And we'll throw in the first week free! If you change your mind during that first week, just cancel your subscription from your profile page, and you won't be billed anything.

Making Amazon my #9 pick in my Special Report 10 Best Picks for the Rest of 2019

Amazon (AMZN) reports earnings for the second quarter after the close of trading in New York on July 25. The results from Amazon's Prime Day(s) on July 15 and 16 are a reminder of why we want to own this stock in the second half of any year that has a Christmas in it. I'm […]

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 site. And we'll throw in the first week free! If you change your mind during that first week, just cancel your subscription from your profile page, and you won't be billed anything.

Is divergence between Dow Transports and Dow Industrials something to worry about?

According to Dow Theory the transportation index leads the Dow Jones Industrial Average higher and lower. A divergence between a climbing Dow Industrial Average and a falling Down Jones Transportation Average (DJTA) is an indicator of trouble to come. And that divergence is exactly what we're seeing right now. The Dow Jones Industrial Average is […]

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 site. And we'll throw in the first week free! If you change your mind during that first week, just cancel your subscription from your profile page, and you won't be billed anything.

Bad news banks–in earnings reports today and yesterday

Th Federal Reserve gives and the Federal Reserve takes away. In 2018 JPMorgan Chase (JPM) reported the biggest profit in banking history--$32.5 billion--as a result of the December 2017 tax cuts and higher interest rates from the Fed. With the tax cuts now more a year in the rear-view mirror, in 2019, it's the Federal […]

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 site. And we'll throw in the first week free! If you change your mind during that first week, just cancel your subscription from your profile page, and you won't be billed anything.

Adding Tyson Foods as last of my 5 Value Picks Special Report–and adding to my 50 Stocks Portfolio

Today I'm making Tyson Foods (TSN) the fifth and final value pick in my Special Report 5 Value Stocks for a Market at an All-time High. It's clear that shares of Tyson Foods are cheap. The stock trades at 14.57 times trailing 12-month earnings per share and at a forward PE of just 12.11, according […]

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 site. And we'll throw in the first week free! If you change your mind during that first week, just cancel your subscription from your profile page, and you won't be billed anything.

President’s remarks remind markets there’s still a trade war going on

At a cabinet meeting today President Donald Trump wanted to remind everyone that he could still impose additional tariffs on Chinese imports if he wants. The President also expressed impatience that the truce in the trade war with China hadn't yet resulted in a pickup on Chinese purchases of U.S. farm products. After his end […]

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 site. And we'll throw in the first week free! If you change your mind during that first week, just cancel your subscription from your profile page, and you won't be billed anything.

The global debt bubble continues to inflate

Okay, we all know that the current rally that has pushed U.S. equities to one record after another is built on cheap money. That is on a Federal Reserve that has promised to cut interest rates one, two, or maybe even three times in 2019. And on a hope on Wall Street that the 2019 […]

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 site. And we'll throw in the first week free! If you change your mind during that first week, just cancel your subscription from your profile page, and you won't be billed anything.