Mid Term
Trick or Trend: Now there’s a volatility inversion to worry about
Our regular (or occasional or perhaps occasionally regular) Friday series (actually running on Sunday 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. You've...
Will a new kind of buyer push Treasury yields higher?
Our regular (or occasional or perhaps occasionally regular) Friday series (actually running on Sunday 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. The character...
Special Report: 10 Best Buy Stocks for after the bear (or for now if you think the bear is over.)
Is the bear market over? And if it is, what stocks should you target as "best buys." The first is a really, really tough question to answer now. News of new efforts to stimulate economic growth in China helped push the Standard & Poor's 500 stock index over...
Trick or Trend: Economists raise odds on U.S. recession but still see just 25% chance
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. Economists...
Why I keep harping on 2600: The very important difference between a Bear market and a correction
I find myself watching the 2600 level on the Standard & Poor's 500 index with great intensity. Why? Because a break above that level versus a break below that level quite likely will mark the difference between a correction and a Bear market. And that difference...
Initial enthusiasm at Fed minutes from December fades in afternoon
So what, exactly, didn't the markets like about the minutes of the Federal Reserve’s December meeting? After an initial spike to the day's high at 2595 at 2:09 p.m. New York time, nine minutes after the 2:00 p.m. release of the minutes, the Standard & Poor's 500...
Why no big drop on truly bad China economic news? Look to the bond market
China and other export-oriented Asian economies delivered really grim news on growth last night and yet U.S. stocks have refused to move into the red. As of 2:20 p.m. New York time on Thursday the Standard & Poor's 500 index was up 0.07% The NASDAQ Composite was...
Why predicting a bottom for this bear is so hard: More lessons from the charts
Once stocks have wound up in the jaws of a bear market, the most pressing question is when/where will it end? Which is tough to predict because we have a relatively small data set to project from--we've only had 12 bear markets (using the 20% drop from a high as our...
The key to this bear market–it’s global; and any turn about will have to be global too
If you're trying to figure out this market--and who isn't?--down 700 points on the Dow on Monday; up 1000 on Wednesday, down 400 points on Thursday before finishing up 250 points, I'd suggest starting with the observation that this bear market is global. In the United...
While OPEC argues, its control of the oil market ebbs
Two important piece of news that form the context for OPEC's meeting today and its attempt to set global oil prices. First, the U.S. Energy Information Administration reported that the United States turned into a net exporter of oil last week for the first time in 75...
Citigroup warns of revenue growth shortfall for full 2018
At a time when we're worried about whether companies can deliver even low currently projected earnings growth in the fourth quarter of 2018 and for 2019, this wasn't what investors wanted to hear from Citigroup (C) yesterday. The big banks will dominate the early days...Jim’s Stock Alerts
Download Jim’s eBook for Free
