Videos
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.
August 8, 2022 | Daily JAM, Videos |
My one-hundred-and-sixty-fifth YouTube video “Trend of the Week The Fed Talks but the Market’s Not Listening” went up today. The market has strongly rallied in the last month, in good part on the optimistic belief in a “soft landing” from the Fed that controls inflation without a recession and puts an end to rate increases. The fact is, everything the Fed has said thus far indicates they plan to raise rates by an additional 1.5% in 2022 to fight inflation and that they are sticking to their 2% inflation goal in mind. When will the market start paying attention?
August 5, 2022 | CMI, Daily JAM, Dividend Income, Jubak Picks, Videos |
My one-hundred-and-sixty-fourth YouTube video “Quick Pick Cummins Part 3” went up today. I’m returning to my pick Cummins (CMI) because the company just released strong second-quarter earnings. What caught my eye is that besides not affirming guidance for the rest of 2022, the company reported growth in gross margins and operating margins at a time when many companies are feeling squeezed.
August 4, 2022 | Daily JAM, Videos |
My one-hundred-and-sixty-third YouTube video “Jobs: the Recession Barrier Erodes” went up today. Are we in a recession or not? Many economists argue that because there’s strength in the labor market, we can’t be in a recession. But what we’re starting to see is that many companies, like Walmart (WMT), Tesla (TSLA) Warner Brothers—Discovery (WBD), Peloton (PTON), and Compass (COMP) are cutting jobs. Many of these cuts are so recent that they’re not included in official backward-looking data. The market right now is hoping for a soft landing, but these cuts lead me to think that a soft landing isn’t in the cards.
August 1, 2022 | Daily JAM, Videos |
My one-hundred-and-sixty-second YouTube video “Earnings Not as Bad as They Could Be” went up today. Microsoft (MSFT) serves as my example. We’re seeing some companies that, despite very meager earnings growth, give investors the impression that things “are not as bad as they could be.” These stocks will see bumps after upcoming earnings reports. Is this a long-term trend? Is it enough to keep the Bear Market rally going? Not necessarily. But it supports stocks for now.
July 27, 2022 | Daily JAM, Videos |
My one-hundred-and-sixtieth YouTube video “Investing to beat the coming recession” went up today. I’m back, after a week’s hiatus. This week I’m sharing some thoughts about the market trials and tribulations of Snap (SNAP) and Alphabet (GOOG) on recent earnings, my perspective going forward, and a few words of caution. We might be eager to think that we can find the stocks that will escape the recession. But as Walmart’s drop illustrates, as we get closer and closer to a declared recession, finding those few stocks gets harder and harder. It’s time to try something else, I’d suggest.
July 18, 2022 | CORN, Daily JAM, MOO, UUP, Videos, Volatility |
My one-hundred-and-fifty-ninth YouTube video “Trend of the Week Hedging with Commodities Lives” went up today. The strong dollar has knocked commodity plays around. But the reasons for buying these hedges still hold. Inflation. Supply shortages (especially in agricultural commodities.) I think there’s still a strong case that commodities are a good way to hedge this market.
July 15, 2022 | Daily JAM, Videos |
I’m firmly in the negative camp on emerging markets. If you want to profit from the downward move in these markets, I see two options: one is investing in a fund that shorts emerging markets, like EUM. Or, two, you can buy put options on a fund like EMXC (which tracks emerging markets minus China). There are benefits and downsides to each approach.
July 15, 2022 | Daily JAM, Videos |
What a great Q&A. You had so many questions; we discussed Fed policy/inflation/recession (of course), but also GME, UUP, PXD…the list goes on. Here’s the full YouTube conversation if you missed it.
July 14, 2022 | Daily JAM, Videos |
My one-hundred-and-fifty-seventh YouTube video “Inflation isn’t about to get better” went up today. Yesterday, we had new CPI inflation numbers, and the bar keeps pushing higher with annual inflation reaching 9.1% in June. I think if you are making investing plans based on an expectation that inflation will be getting better soon, you’re flat out wrong. Here’s why: the Russian invasion of Ukraine continues to drive up commodity prices across the board, which will keep having a huge impact on inflation numbers. People are now expecting a 1% increase in interest rates from the Fed at the July meeting. The size of that move is an indication of exactly how difficult the Fed thinks it will be to get inflation under control.
