January 6, 2020 | Daily JAM, Morning Briefing, PANW, You Might Have Missed |
As of 2 p.m. New York time today, January 6, U.S. crude benchmark West Texas Intermediate was up 0.17% to $63.16 a barrel. International benchmark Brent crude was ahead 0.34% to $68.83 a barrel. Both increases came on worries that Iran's retaliation for the U.S....
January 3, 2020 | Daily JAM, You Might Have Missed |
Economists who had stayed too long at the egg nog and were predicting a rebound in U.S. manufacturing in December got coal in their stockings today (I promise to stop the Christmas references this week) when the Institute for Supply Management’s Purchasing Managers...
January 2, 2020 | AAPL, Daily JAM, Long Term, Volatility, You Might Have Missed |
In an ideal world, every stock market trend--up, down, sideways--would begin on January 1 and end on December 31. That would make an annual rebalancing of any portfolio as easy as falling off a madly spinning log in a Canadian logging festival. Most market trends...
December 26, 2019 | AMZN, Daily JAM, Morning Briefing, Short Term, You Might Have Missed |
Amazon (AMZN) reported today, December 26, that the holiday shopping season broke records for the company this year. Among other high-lights five million new customers started Prime free trials or paid memberships globally, and the number of items delivered with...
December 5, 2019 | Daily JAM, Special Reports, You Might Have Missed |
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...
November 14, 2019 | Daily JAM, Morning Briefing, You Might Have Missed |
“The U.S. economy is the star economy these days,” Fed chair Jerome Powell told the House Budget Committee today, November 14. “There is no reason to think that I could see that the probability of a recession is at all elevated at this time.” “Our forecast is, and our...
November 7, 2019 | Daily JAM, Mid Term, Volatility, You Might Have Missed |
Sorry this took so long but the complete Special Report with all three strategy recommendations is finally up. You can find it in the Special Reports section of the JubakAssetManagement.com site. To subscribe to JAM you need to fill in some details below including,...
November 7, 2019 | Daily JAM, Morning Briefing, Short Term, Volatility, You Might Have Missed |
Ministry of Commerce spokesperson Geo Feng set off a rally in financial markets today by saying, “In the past two weeks, top negotiators had serious, constructive discussions and agreed to remove the additional tariffs in phases as progress is made on the agreement.”...
October 28, 2019 | Daily JAM, Morning Briefing, Short Term, Volatility, You Might Have Missed |
The oil supermajors--ExxonMobil (XOM), Chevron (CVX),Royal Dutch Shell (RDS), Total (TOT) and BP (BP)--are expected to show a 42% year over year average plummet in third quarter earnings when they report earnings this week. That's an even bigger slump than the 18%...
October 24, 2019 | Daily JAM, Morning Briefing, MSFT, Volatility, You Might Have Missed |
Last night, October 23, after the market close, Microsoft (MSFT) reported earnings and revenue beats for its fiscal first quarter. Revenue climbed 14% year over year, beating Wall Street forecasts by $860 million. Earnings of $1.38 a share exceeded Wall Street...
October 3, 2019 | Daily JAM, Morning Briefing, Short Term, Volatility, You Might Have Missed |
The Institute for Supply Management's Purchasing Managers Index for Services fell to 52.6 for September, according to reports this morning, October 3. That was a drop from August's 56.4 and below the 55.0 that economists surveyed by Bloomberg had projected. That left...
September 30, 2019 | Daily JAM, Short Term, Volatility, You Might Have Missed |
If you were an investor during the dotcom bubble of 1999 that turned into the dotcom bust of 2000 and then into an extended and painful bear market, then you now what we're seeing now isn't a comparable level of distress in the underpinnings of the financial markets....