Videos
September 22, 2022 | Daily JAM, JO, Videos, Volatility |
Today’s Quick Pick: JO (NYSEARCA: JO) otherwise known as Barclays iPath Bloomberg Coffee Subindex Total Return ETN Series B. As I’ve shown you in the video, I’m growing my own coffee plant to head off the coffee shortages we’re seeing now (first beans projected in 2028; enough for a cup? 2032), and will likely continue to see long-term. Brazil is the world’s largest producer of coffee but its inventory is projected to drop to about 7 million bags by March, (well below the comfort level of about 9-12 million bags.) A long-lasting drought is to blame for the shortages–and that dicey weather is likely to be with us for quite a while. Meanwhile, global coffee consumption is going up by 1.5% projected this year (2% last year). While JO is volatile since it trades on the commodity price, what interests me about it at the moment is that it’s NOT correlated to anything else like interest rates or inflation (though it definitely contributes to inflation as coffee drinkers well know.) This ETN will continue to go up, even if the market goes down. (JO is a member of my Volatility Portfolio on my subscription JubakAM.com site.)
September 19, 2022 | Daily JAM, Videos |
My one-hundred-and-seventy-seventh YouTube video: “Trend of the Week Seasonal Patterns” went up today. For today’s Trend of the Week, we’re looking at the calendar and yearly stock patterns. September is notoriously the worst-performing month of the year for the S&P since the 1950s. October is a scary month because of s history of crashes and one-day plunges during the month. That history does leave investors spooked. But! Starting around November, we get the January effect, where small-cap stocks tend to go up, and tech stocks get a lift from sales during the third and fourth quarters. You can also look for positive earnings news at about this time of year. around this time–though this year’s retail outlook is not great. Overall, things may start getting better as the seasons start to change.
September 15, 2022 | Daily JAM, Jubak Picks, Videos |
My one-hundred-and-seventy-sixth YouTube video: “Quick Pick Kroger” went up today. Grocery stocks aren’t very volatile. Normally. So when shares of Kroger, the nation’s free-standing largest grocery chain, went up almost 7.5% on Friday, September 9, it got my attention. A huge increase in sales of store-brand goods, cheaper for the consumer but more profitable for Kroger led to a very strong second quarter. And the sentiment among investors that this was a good stock to own during inflationary times. I’ll be adding it to my Jubak Picks Portfolio tomorrow, September 16.
September 14, 2022 | Daily JAM, Videos |
My one-hundred-and-seventy-fifth YouTube video: “The Fed’s Real Inflation Problem” went up today. The CPI numbers came out and they were disappointing with Inflation running at an 8.3% annual rate in August. But the inflation problem is worst than the headline numbers indicate. Shelter, the single biggest component of the CPI inflation rate, was up by the most in August since 1991. And the Federal Reserve has very little ability to lower a runaway inflation rate in rents using its usual methods of raising interest rates and curbing growth in the money supply. That means the process of controlling inflation is going to be slow and difficult.
September 12, 2022 | Daily JAM, Dividend Income, Videos, VZ |
My one-hundred-and-seventy-fourth YouTube video: “Quick Pick Verizon” went up today. Verizon (VZ) is hated by everybody, but if you’re looking for a high-yield stock (safe but without a whole lot of price appreciation in all probability) with consistent dividend increases, Verizon will get the job done for your portfolio. I own it in my Dividend Portfolio and love the yield.
September 8, 2022 | Daily JAM, Videos |
My one-hundred-and-seventy-third YouTube video: “Trend of the Week Watch for a Global Liquidity Shock” went up today For today’s Trend of the Week, I’m looking at not just whether the market goes up or down, but HOW the market goes up and down. Norway’s Equinor worry last week about a $1.5 trillion liquidity shortage in the trading market for European energy last weekend went so far as to call it a “Lehman Brothers moment.” You remember Lehman Brothers, right? And the global financial crisis? The shock of the statement resonates in Europe and beyond.
September 7, 2022 | Daily JAM, Videos |
My one-hundred-and-seventy-second YouTube video: “Will the Strong Dollar Crash the Global Economy?” went up today. We need to talk about a crisis. During this period of the strong dollar, (in comparison with the rest of the global economy), central banks are in a tough position. It’s a no-win situation and has me worried about the global economy as a whole. Watch the video to see my suggestions going forward.
August 29, 2022 | Daily JAM, Videos |
My one-hundred-and-seventy-first YouTube video: “Trend of the Week The Market is Badly Mispricing” went up today. Market prices say that investors and traders don’t think things are very risky, especially in the long run. Look at the yields on the 10- and 30-year bonds, for example.
August 25, 2022 | Daily JAM, Videos |
My one-hundred-and-sixty-ninth YouTube video: “China is what a climate emergency looks like” went up today. I’m picking up the theme from last week’s video (It’s All About Water). China is experiencing a major drought, which is having not only the expected effects (no water for crops and for generating power) but also unexpected impacts across manufacturing and meat production. In the era of global climate change, this is an example of how climate issues will continue to pop up, with big effects on the global economy, in unexpected places and times. Smart investors, take notice.
August 23, 2022 | AAPL, Daily JAM, Top 50 Stocks, Videos |
My one-hundred-and-sixty-eighth YouTube video Trend of the Week: “3 Tech Stocks for the Next Wave of Products” went up today. Tech has been hammered as of late, but there will always be new innovations and new products emerging to give these companies in this sector a long and profitable future–after this Bear Market is over. In this video, I look at why AAPL, AMD, and QCOM have solid growth stories based on new products in the pipeline.
August 22, 2022 | Daily JAM, Videos |
My latest Quick Pick is Wolfspeed (WOLF), a cutting-edge chipmaker developing semiconductors beyond silicon. It’s not profitable yet and that gives me pause in the current market environment, but I’d definitely put this one on my future watch list.
August 19, 2022 | Daily JAM, Videos |
My one-hundred-and-sixty-sixth YouTube video “It’s All About Water” went up today. In this video, I look at how global water scarcity could impact the chip industry, using Taiwan Semiconductor Manufacturing (TSM) as an example. I then provide some of my top picks for water stocks–more to come in an upcoming Special Report: Investing in Water Stocks on my JubakAm.com subscription site.
