Long Term
What would turn the plunge in the pound into a problem for global markets?
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...Who are the best positioned oil producers on cost?
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...Good Census news reveals tale of two economies
In 2015, median household income rose 5.2% when adjusted for inflation from 2014. But all the income gains, the Census data show, came in cities and suburbs and none flowed to rural areas.

Sector Monday: $35 a barrel? How about $55? Why is oil so volatile? And where/when will it settle? Here’s what The Prisoners Dilemma tells us
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...Going short Mexico on the prospect of a Trump victory in November looks like it’s already a crowded trade; so how about going long Mexico right after Trump gets his convention bump in July?
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...Mexico’s troubles say “Buy of the Decade” in emerging markets not yet
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...For a really punishing bear market you need a recession too–will we get one in 2016?
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...My new volatility version of the long-term 50 picks portfolio
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...Arch Coal bankruptcy sinks entire mining sector; copper miner Freeport falls 20%
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...