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Lesson for financial market sell off from California coronavirus bad news
News on Thursday that California was monitoring 8,400 people believed to have been exposed to the coronavirus was a major contributor to the afternoon collapse in U.S. stocks that sent the Standard & Poor's 50 down 4.42% for the day. And there's a very important...
Next big date in the coronavirus selloff? March 18
How can I be so precise? Because March 18 is the date of the next meeting of the Federal Reserve's interest rate setting Open Market Committee. And in the last two days financial markets have stampeded to a belief that the Fed will enact an emergency interest rate cut...
After today’s dip, a revised set of buy on the dip candidates (AKA the Dip-O-Meter)
Company name Ticker Price as of 2/24 Benchmark date Benchmark price Gain/loss Apple AAPL 298.18 2/12/20 327.2 -8.9% Carnival CCL 37.76 1/17/20 51.9 -27.2% Cheniere Energy LNG 51.91 1/17/20 66 -21.3% China Southern Airlines ZNH 27.75 1/13/20 35.46 -21.7% Cirrus...
Last 8 hours to nominate: Thinking of selling AMD, FB, DIS or anything else–here’s your chance to find out what I think on the stocks YOU care about
About 10 days ago I posted my Special Report on Selling: When to sell, What to sell. Since then I've posted sells on Skyworks Solutions, Xilinx, and Cirrus Logic. And there are more sells to come from my portfolios in the next few days. But what about the stocks YOU...
Selling Cirrus Logic out of my Volatility Portfolio on Monday
I was going to wait until just before Cirrus Logic (CRUS) reported earnings on January 29 before deciding to sell. But with the market trending down on fears of the coronavirus outbreak in China (and increasingly globally), I don't see the upside in waiting. Also on a...
Selling Xilinx out of my Volatility Portfolio on Monday
I was going to wait until just before Xilinx (XLNX) reported earnings on January 28 before deciding to sell. But with the market trending down on fears of the coronavirus outbreak in China (and increasingly globally), I don't see the upside in waiting. Also on a pure...
Special Report: When to sell; What to sell
Let's be clear about one thing, shall we? I'm not calling for a sell off in 2020. The mere fact that U.S. stocks are trading at all time highs does not mean that the markets will collapse in 2020. A year like 2019, when the Standard & Poor's 500 returned 33% with...
Another debt warning from the World Bank–and it won’t be the last
Today in its semi-annual report Global Economic Prospect, the World Bank warned, again, of the risk of a new global debt crisis as a result of the biggest buildup in borrowing  in the past 50 years. Of the four waves of debt accumulation since the 1970s, the current...
Market says U.S.-Iran crisis is over–for a day, anyway
After last night's Iranian attack on the U.S. troops stationed at two Iraqi airbases and a relatively restrained morning message from U.S. President Donald Trump, financial markets have decided to take profits in oil and cybersecurity stocks today. And wait for the...
Beyond Meat stock pops on news that might mean Impossible Burger is out of the running at McDonald’s
Shares of Beyond Meat (BYND), the maker of a plant-based burger, jumped 12.47% today, on news that investors and traders took to mean that competitor Impossible Foods is out of the running to supply plant-based burgers to McDonald's (MCD). Impossible Foods CEO Pat...
#2 of my four “Not so easy pieces” for rebalancing my long-term 50 Stocks Portfolio: My sells
In most years making the sells from the long-term 50 Stocks Portfolio is relatively (remember that word "relatively') easy because of the way I've defined the portfolio's goals. The picks are supposed to be stocks of companies with long-term competitive advantages...Jim’s Stock Alerts
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