January 5, 2021 | Daily JAM, FCX, Jubak Picks, Stock Alerts |
Commodities have soared on prospects for a post-coronavirus vaccine economic recovery. And copper is one of the best commodities to own in order to invest in the recovery of the global economy–and especially the growth in the Chinese economy–as the coronavirus pandemic recedes in 2021. I already own Southern Copper (SCCO) in my Dividend Portfolio and First Quantum Minerals (FQVLF) in my Volatility Portfolio. Those stocks were up 56.83% and 77.64%, respectively, in 2020. Tomorrow, January 6, I will add shares of Freeport McMoRan Copper & Gold to my Jubak Picks Portfolio.
December 20, 2018 | AAPL, Daily JAM, EQNR, FCX, NKTR, PXD, Stock Alerts, VIX, Volatility |
In November and December I selectively added risk to my Volatility Portfolio in the expectation of a strong seasonal January Effect Rally and the odds of an end of the year bounce that would, temporarily, disrupt the developing bear market. I thought that was a...
December 3, 2018 | ALV, AMZN, CAT, CTRP, Daily JAM, DE, FCX, FQVLF, NVDA, SGMO, Volatility, ZNH |
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...
September 24, 2018 | BABA, Daily JAM, FCX, Mid Term, SCCO, TCEHY, Volatility, ZNH |
Let's not overthink this, okay? In my post on Friday "Get ready for an emerging markets bounce" I laid out the case for believing that the emerging markets crisis is about to yield to an emerging markets bounce that could last weeks or even run through the end of...
August 3, 2018 | Daily JAM, FCX, FQVLF, Friday Trick or Trend, LNG |
Our regular (or occasional or perhaps occasionally regular) Friday series ( actually running on Friday this week) Trick or Trend looks at what might (or might not) be emerging investible trends. Exclusively on JAM. This post won't run anywhere else. Ever. Today,...
May 14, 2018 | Daily JAM, FCX, SCCO |
Today, House Speaker Paul Ryan announced a May 17 deadline for the Trump administration to submit a proposal NAFTA revision to Congress–if President Trump wants this Congress to vote on a revised agreement. The odds of an agreement emerging from current talks and moving on to Congress on that schedule are just about nil. At the same time news of significant horse trading is coming out of U.S.-China trade talks.
April 24, 2018 | Daily JAM, FCX, Stock Alerts |
Before the U.S. markets opened today Freeport McMoRan Copper & Gold (FCX) ) reported a big earnings miss. As of 2:30 p.m. New York time the shares were down 16.67%. That's good news for the May 18, 2018 Put options I added to my Volatility Portfolio on April 3,...
April 3, 2018 | Daily JAM, FCX, Stock Alerts |
Whenever someone asks me "Do you like Stock XYZ? my first question in response is "Over what time period?" So for example, in the short run--say the next month or two--I don't much like shares of Amazon (AMZN) for the reasons that I laid out in my post on the stock...
April 2, 2018 | Daily JAM, FCX, Stock Alerts |
Freeport McMoRan Copper and Gold (FCX) was the third and last copper stock I added to my portfolios back in January 12, 2018--after Southern Copper (SCCO) and First Quantum Minerals (FQMLF). I added so much copper since copper prices were soaring in 2017--up 30%--and...
January 11, 2018 | Daily JAM, FCX, Stock Alerts |
By this time I think you get the message: I like the trend in copper prices and copper stocks over the next five years. I've added copper producers South Copper (SCCO) to my long-term 50 Stocks Portfolio and First Quantum Minerals (FQVLF) to my volatility portfolio....
May 11, 2017 | Daily JAM, FCX, Stock Alerts |
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...
February 22, 2017 | Daily JAM, FCX, Stock Alerts |
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...
