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Archive for the ‘Mid Term’ Category

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 […]

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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 […]

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Oil falls to lowest level in five months; Brent breaks below $60 a barrel

Oil slumped to its lowest in almost five months and international benchmark Brent crude book below $60 a barrel today, June 12. U.S. benchmark West Texas Intermediate fell 4% today to $51.14 a barrel, threatening the $50 a barrel psychological benchmark. Brent fell 3.89% to $59.87 a barrel. The immediate cause was a climb in […]

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Emerging markets rally? With global economic worries? With U.S.-China trade war still active?

There are so many currents and counter currents in this market that it makes New York's historically turbulent tidal estuary Spuyten Duyvil look like the turtle pond at 104th Street in Central Park near my house. For example, today, while the general market worried (a bit) about the global economy and the course of the […]

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FANG techs (plus more) fall on news of investigations

Both Congress and government regulators are taking aim at big tech. The House Judiciary Committee is planning an investigation into whether digital platform companies are using their market power to harm competition. The Federal Trade Commission is taking the lead in an antitrust probe of Facebook (FB) and Amazon (AMZN) The Justice Department is opening an […]

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Buying this Vanguard Treasury ETF on Monday for my ETF Portfolio–and for my Jubak Picks and Volatility portfolios

Today I sold the iShares MSCI Emerging Markets ETF (EEM) out of my Perfect 5 ETF Portfolio. And today I'm replacing it in that portfolio with the Vanguard Intermediate Term Treasury ETF (VGIT). Now obviously a Treasury bond ETF isn't in the same asset class as an emerging markets ETF. But what I'm looking for--always--in […]

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Trick or Trend: China’s economy slowed in May but I don’t think that brings us closer to an end to the trade war

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. China's newest Purchasing Managers' Index for the manufacturing sector fell into contraction in May at 49.4 […]

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Are both Trump and Xi in danger of misreading the politics of the trade war?

Granted it's only a song. But "Trade War," an ultrapatriotic trade war song, is going viral in China. (And please remember that nothing goes viral on social media in China these days unless the government wants it to go viral.) The song by retired Chinese official Zhao Liangtian, who says he now has 200,000 followers […]

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What if they started a war in the Middle East and nobody noticed? (For a while anyway)

What if they started a war and nobody noticed? That's not a random "If a tree falls in a forest...) philosophical question. We moved closer to a shooting war in the Persian Gulf today and with all eyes trained on the U.S.-China trade war, the conflict where somebody actually blew up something got almost no […]

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Market falls as China retaliates for U.S. tariff hike on Friday

On Friday, the Trump administration raised tariffs on $200 billion in Chinese exports to the United States to 25% from 10%. The move, the administration said, was in response to Chinese efforts to walk back provisions the country had agreed to, according to the White House, in talks about a pact that would end 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.