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Archive for July, 2020

The two ways I’m using options now

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 underlying stocks won't hold.For example, I bought American Airlines (AAL) November […]

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China’s economy picks up slightly as country heads into second half

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 indicates contraction. The non-manufacturing PMI index dropped slightly to 54.2, while the construction index rose […]

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After tech earnings beats, market leadership narrows again

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 Composite was up 0.33%, while the Standard & Poor's […]

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Albemarle is my sixth pick for my Special Report: 10 Global Warming Stocks

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Vacation heads up

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 […]

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Trick or trend: Is a calm market a complacent market?

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, Friday, July 24, I noted how calm the stock market was, all things considered. […]

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Market is amazingly calm today–all things considered

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 of espionage by ordering the closing of the U.S consulate in Chengdu. […]

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Congress blows it on the economy

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, will lapse without any action. About 20 million unemployed workers received the enhanced […]

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Quickly, some of the Trump administration’s lines in the sand for the next coronavirus rescue package get washed away

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 House positions will make their already tough electoral task this November […]

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Can Amazon earnings on July 30 turn the tide in this market?

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 report of a slowdown in cloud services revenue at Microsoft, […]

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