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Archive for the ‘Sector Monday’ Category

Sector Monday: The aging boom as consumer companies see it–and some other consequences for corporate profits

A special Sector Monday post for Labor Day. Sector Monday is my regular (or occasionally regular) post on the investible trends in a timely sector. For today I'm taking a multi-sector approach and looking at the effects of an aging population on the U.S. economy. Sector Monday posts appear only on JubakAM.com. This post will […]

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Sector Monday for Sector Monday Week: The U.S. auto industry turned upside down

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Sector Monday for Sector Monday Week: Streaming media market getting even more competitive, which is bad news for Netflix valuation

Sector Monday is my regular (or occasionally regular) post on the investible trends in a timely sector. I'm filling the first of the two weeks while I'm on break in Sicily (it's nasty work but some has to do it) with a week of Sector Monday posts. Normally these posts run only on JubakAM.com and […]

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.

Sector Monday: Drug store chains are right to be afraid of Amazon

Sector Monday (actually running on Monday this week) is my regular (or occasionally regular) post on the investible trends in a timely sector. This post will run only on JubakAM.com and will never appear anywhere else. Ever. Amazon's deal to acquire PillPack for $1 billion as a way to break into the $329 billion market […]

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.

Drug stocks get de-risked after Trump’s plan shows no teeth

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Sector Monday: Norway’s wealth fund moves to get out of oil–should you follow? My five rules for thinking about investing in oil and natural gas now.

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Sector Monday: Will the banks be able to beat back FinTech? Some anecdotal evidence from the belly of the beast

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Sector Monday: The hot technology behind Bitcoin

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Sector Monday: What? We’re all worried about a drop in manufacturing jobs but every economy is adding more robots?

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Sector Monday: A new phase for investing in water

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