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Archive for the ‘Daily JAM’ Category

Special Report: 10 Best Picks for the Last Six Months of 2019

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 global growth in 2019 and for a U.S. recession in 2020 […]

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Presidents Trump and Xi now likely to meet at G20 gathering

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 extended meeting next week at the G-20 in Japan. Our […]

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 Nektar call options to my Volatility Portfolio–again

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 0.90% on June 14. I've traded these options before with a spectacular realized gain of better than […]

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.

OPEC in disarray; oil slips

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 scheduled, but Iran’s Oil Minister Bijan Namdar Zanganeh has […]

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.

Saturday Night Quarterback says (on a Sunday), For the week ahead expect…

... 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 31 reduction of 25 basis points however. (Odds of a […]

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.

Trick or trend: 2, maybe 3, real trends in a market of noise

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 are only two, maybe three real trends in the current market. The […]

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.

I added Parsley Energy to my Jubak Picks Portfolio back on April 17–but neglected to post it to the portfolio

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. Parsley Energy traded at $20.83 on April […]

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.

Chip recovery keeps slipping further away, Broadcom says

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 the company predicted just three months ago. That […]

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.

Two more oil tankers attacked in Gulf of Oman; here’s how financial assets moved and which might be interesting ahead

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 ship, owned by Norway's Frontline and carrying naphtha, was apparently […]

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.

Nektar Therapeutics bumps along ahead of August FDA action on new non-addictive opioid

Shares of Nektar Therapeutics (NKTR) have been bumping along between $32 and $34 for two months now, but the company continues to take steps to prepare for the likely August approval of NKTR-181, a new non-addictive opioid. Nektar has formed Inheris Biopharma, a wholly-owned subsidiary of Nektar, to handle the launch preparation and commercialization 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.