March 20, 2021 | Daily JAM, Dividend Income, Friday Trick or Trend, Jubak Picks, Long Term |
In commodities world there are bounces. There are rallies. And then there are super cycles of higher prices that can go on for years on an imbalance between supply and demand. We’re had our bounce in copper. And our rally. Now are we seeing the emergence of a copper super cycle? I think the answer is yes.
February 10, 2021 | COPX, Daily JAM, Long Term, Millennial, Stock Alerts |
In today’s YouTube Video “Avoiding Di-Worsification in 2021 in argued that the trend toward high yields on long-dated Treasuries–and thus lower prices for those bonds–should prompt investors to look beyond bonds and gold in their efforts to build diversified portfolios. I’m adding a copper miners ETF to my Millennial Portfolio tomorrow as a replacement for gold and to profit from the increased copper demand resulting from larger numbers of electric cars on the road over the next decade
February 3, 2021 | Daily JAM, Long Term, Millennial, NTCO, Top 50 Stocks |
It’s hard being a long-term contrarian investor in a short term market dominated by momentum trading. But I think the rewards from that discipline will be substantial–if an investor has a long enough time horizon to wait out short-term negative trends.
Today, I’m adding Natura & Company Holding (NTCO) to my Millennial Portfolio.
October 19, 2020 | Daily JAM, Long Term |
Last week Federal Reserve Vice Chair for Supervision Randal Quarles suggested that the Federal Reserve may need to buy Treasury and other bonds forever. Quantitative easing isn't a temporary measure to assure bond market stability during the coronavirus recession,...
June 10, 2020 | Daily JAM, Long Term, Volatility, You Might Have Missed |
Could this be the first signs that the financial markets are questioning Goldilocks? Investors and traders heard almost everything they could have hoped to hear from the Federal Reserve's interest-rate setting Open Market Committee meeting today. Sure, the Fed didn't...
June 1, 2020 | Daily JAM, Long Term |
The Standard & Poor's 500 stock index may be closing in on the February 19 record closing high of 3386.15--about 11.2% from the Friday, May 29, close at 3044.31, but some Wall Street strategists see more rally ahead--with a close at the end of 2020 near 3,500 as a...
May 7, 2020 | Daily JAM, Long Term |
The financial market consensus on inflation is pretty obvious: For 2020 and 2021, the U.S. economy will see modest inflation, maybe 1.5% to 1.75%. That would be significantly below the Federal Reserve's inflation goal of 2% or so. And that gap would keep the Fed...
April 28, 2020 | Daily JAM, Long Term, Morning Briefing |
As long as I can remember (which is only back about 40 years when it comes to the economy) the worry has been inflation. From the stagflation of the late 1970s, to Paul Volcker's brutal but successful assault on inflation in the early 1980s, to the seemingly endless...
March 24, 2020 | Daily JAM, Long Term |
Intel (INTC) said Tuesday that it would suspend its share buyback program. In October 2019 the company said it would buy $20 billion in shares over the next 15 to 18 months. The company completed $7.6 billion in buybacks in the fourth quarter of 2019 and the first...
February 10, 2020 | Daily JAM, Long Term |
Pickings look rather slim for investors over the next decade, according to the results of Morningstar's annual survey of financial market forecasts. Certainly much slimmer than the extremely strong returns for U.S. stocks for the last decade. During that period the...
January 2, 2020 | AAPL, Daily JAM, Long Term, Volatility, You Might Have Missed |
In an ideal world, every stock market trend--up, down, sideways--would begin on January 1 and end on December 31. That would make an annual rebalancing of any portfolio as easy as falling off a madly spinning log in a Canadian logging festival. Most market trends...
December 20, 2019 | Daily JAM, Long Term |
Hengfeng Bank has announced that it will sell 100 billion shares in a private placement to raise cash. This is the third Chinese commercial lender to receive government assistance since May. Investors in the deal will include Central Huijin Investment (60 billion...
