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Saturday Night Quarterback says, For the week ahead expect…

July 11th, 2020, 4:59 PM
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...the start of earnings season on Tuesday, July 14 when JPMorgan Chase (JPM) kicks off second quarter reports. The most important event of the week, I'd argue, however, is the Netflix (NFLX) earnings report after the close on Thursday, July 16. That report and the reaction to it will set the tone for earnings reports […]

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Trick or trend: How much higher can copper run?

July 11th, 2020, 4:36 PM
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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. Back on March 25, I sold shares of copper miner First Quantum Minerals (FQVLF) out […]

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Another day, another market Put: this time it’s remdesivir

July 10th, 2020, 4:52 PM
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Let's count the Puts that are keeping any Bad News Bear from biting this market. Of course, first and foremost there's the Federal Reserve Put (or Powell Put for lovers of alliteration). The Fed has told investors they can expect the current near 0% interest regime to continue into or through 2021--along with a continuation […]

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In context today’s new claims for unemployment number is bad news

July 9th, 2020, 5:00 PM
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These days you can't read an economic report, especially a jobs report, without a calendar. Today's report on initial claims for unemployment -- a weekly number for the week ended July 4--showed that new claims for unemployment continued their slow drop. The total of 1.31 million for the week in regular state unemployment programs was […]

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Wells Fargo to cut thousand more jobs this year; bank reports earnings on July 14

July 9th, 2020, 4:11 PM
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Wells Fargo (WFC) will cut thousands of jobs later this year, Bloomberg reported today. The bank, the largest employers among U.S. banks, is facing intense pressure to cut costs. So far in the coronavirus economic downturn,U.S. banks have resisted large-scale layoffs. Could the move by Wells Fargo be a turning point for the sector? Ahead […]

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Positioning ahead of earnings season uncertainty

July 8th, 2020, 4:59 PM
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As I wrote in my earlier Morning Brief, the stock market seems to be selling (generalization I know) what I'm calling "re-opening dependent" stocks. And nervous about the tech stock winners that have led the recent days in this rally ahead of next week's earnings season. What should you be watching/doing right now? First, I'd […]

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Inflection point for stocks approaches

July 8th, 2020, 2:58 PM
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Today what I'm calling "re-opening dependent" stock fell again. At least in the early going. Toward the end of session--like yesterday--these stocks and stocks in general rallied. Which in and of itself tells us something important about this market. First, the 2 p.m. story. Amusement park operator Six Flags (SIX) was off o.16 as of […]

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Amazon gets more competition from Walmart

July 7th, 2020, 4:37 PM
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Walmart (WMT) will launch a new subscription service, Walmart+ later this month according to Recode.com. For $98 a year, a price comparable to Amazon Prime, subscribers will get same-day delivery of groceries and general merchandise, discounts on fuel at Walmart gas stations, and early access to product deals Walmart had planned to launch Walmart+ in March […]

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.

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Analyst upgrade is catalyst for 6.17% jump in Acadia Pharmaceuticals today

July 7th, 2020, 4:24 PM
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 Stifel analyst Paul Matteis upgraded Acadia Pharmaceuticals (ACAD) to a Buy from a Hold today and raised his target price to $71 from $41. (Shares closed at $57 today, up 6.17%) The upgrade from Matteis was especially powerful since he has been skeptical on the stock and the potential for its primavanserin to win approval for […]

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.

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Today markets forget China rally and return to coronavirus recession worries with UAL announcement

July 7th, 2020, 3:38 PM
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United Airlines Holdings (UAL) has warned employees that it has seen a sharp drop in bookings in the last few weeks. Bookings at United's Newark hub were at 16% of July 2019 levels as of July 1. That rate is roughly half of the level a few weeks ago when it looked like air travel […]

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.

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