July 31, 2020 | Daily JAM |
In my personal investment/trading account, I've divided my options positions  into two buckets and I'm using them in two very different ways. First, there's a handful of options that I'm trading, mostly to the Put downside on bets that any recent bounce in the...
July 31, 2020 | Daily JAM |
The official manufacturing purchasing managers’ index (PMI) rose to 51.1 in July from 50.9 in June, according to data released by the National Bureau of Statistics today, Friday, July 31. In this index anything above 50 indicates expansion and anything below 50...
July 31, 2020 | Daily JAM, Morning Briefing |
After blow-out earnings from Apple (AAPL) and PayPal (PYPL) yesterday and strong beats from Amazon (AMZN), and Facebook (FB), it's not hard to understand why, as of 2:30 p.m. New York time on Friday, the NASDAQ is leading all the indexes. At the hour the NASDAQ...
July 27, 2020 | ALB, Daily JAM |
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July 25, 2020 | Daily JAM |
I'm going to be taking a few days off--from Monday through Thursday of next week--to chill in a cabin in the woods and social distance with a moose or two. I've got a few posts in the can for those days. And just in case, I'll be keeping my eye on the markets. But I...
July 25, 2020 | Daily JAM, Friday Trick or Trend |
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. Yesterday,...
July 24, 2020 | Daily JAM, Short Term |
Let's see. The Senate went home for the weekend without passing an extension to the $600 a week in enhanced unemployment benefits--so that program will pay out its last checks tomorrow. China retaliated for U.S. action to close China's Houston consulate on accusations...
July 24, 2020 | Daily JAM, Morning Briefing, Short Term, You Might Have Missed |
The Senate left Washington yesterday without putting its plan for the next coronavirus aid package on the table. That guarantees, in case you had any doubt, that the enhanced $600 a week unemployment benefit that, for practical purposes, expires with today's payment,...
July 23, 2020 | Daily JAM, Short Term, You Might Have Missed |
You remember those lines in sand that the Trump White House declared before it began talks with the leaders of the Republican-controlled Senate? Well, a number of them have already vanished, washed out of existence by the fears of Republican Senators that the White...
July 23, 2020 | AMZN, Daily JAM, Top 50 Stocks |
Amazon (AMZN) reports second quarter earnings after the close of trading on July 30 next week. (I got the reporting date wrong  by a week in an earlier version of this post.) Wall Street is expecting impressive growth in online sales revenue. But after yesterdays...
July 23, 2020 | Daily JAM, Jubak Picks, MSFT |
Shares of Microsoft (MSFT) were down 4.35%at the close today in spite of the company's strong beat of Wall Street projections for the company's fiscal fourth quarter that ended on June 30. The company reported earnings of $1.46 a share, versus Wall Street projections...
July 23, 2020 | Daily JAM, Morning Briefing |
Too much news today. But let me start. Today the Labor Department reported that new claims for unemployment through regular state programs rose to 1.42 million in the week ended July 18. That was a 109,000 increase from the prior week and the first increase in the...