Special Reports
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Special Report: 5 Sectors Facing Disruption That Could Crush Your Portfolio–#1 autos, #2 oil, #3 5G
As Monty Python's Flying Circus so memorably admonished, Nobody ever expects the Spanish Inquisition. But investors should expect disruption. Thanks to the missionary work of Austrian economist Joseph Schumpeter, Wall Street, capital markets, and investors all know...
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Special Report Bonus: 5 stocks to buy on any plunge–all five picks
My thesis--the one I argued in my Special Report: 10 dangerous stocks for this earnings season--is that the earnings season for the first quarter that begins on April 12 with reports from the Big Banks is likely to be especially volatile. And stock that misses analyst...
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Special Report: 10 Most Dangerous Stocks in Earnings Season–first nine picks
That famous futures trader Marc Antony famously said "Beware the Ides of April." Okay, the guy had a mixed performance record. Short Brutus but long Cleopatra. But his advice about April 2019 is good. The Ides of April fall on the 13th of the month. And what promises...
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Special Report: 10 Stock Picks for a Market Worried about an Earnings Recession–all 10 picks
The U.S. stock market is worried about an economy recession--two consecutive quarters of negative GDP growth--and an earnings recession--two consecutive quarters of negative growth for the stocks in the Standard & Poor's 500. Neither is certain. But of the two an...
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Special Report: 10 Best Buy Stocks for after the bear (or for now if you think the bear is over.)
Is the bear market over? And if it is, what stocks should you target as "best buys." The first is a really, really tough question to answer now. News of new efforts to stimulate economic growth in China helped push the Standard & Poor's 500 stock index over...
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Completely and newly revised for the bear: Special Report How to Protect Your Portfolio Without Selling Your Portfolio
This Special Report was revised--extensively- on December 21. When I posted the first version of this Special Report back in November, the bear market was just a possibility--although a highly likely possibility--and my best projection on how the market would develop...
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Special Report: Global Warming and Your Portfolio: Is Your Portfolio ready?
$23 trillion. It's a big enough number to get my attention. On Monday, December 10, 415 investment managers, pension funds, and insurers, told the ministers gathered for the United Nations climate summit in Katowice, Poland, that the world faces a financial crash...
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Special Report: My 10 small company stock picks for the January Effect rally
Two robins don't make a spring. And two bounces--even when one of them is a really big bounce like that of Wednesday November 28--don't make a January Effect Rally in  small company stocks. But it sure looks to me like the sector is setting up for a typical January...
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Special Report Complete: How to Protect Your Portfolio Without Selling Your Portfolio–Part 1 why this is such an “odd” correction, Part 2 my risk assessment calendar, and Part 3 my five Protection Picks
Scary market, huh? Completely unpredictable it seems, right? Up on Tuesday October 30 with the Standard & Poor's ahead 1.57% at the close and the technology-heavy NASDAQ Composite ahead 1.58%. Quite a turn about from the previous day when the S&P 500 finished...
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Special Report: How to Protect Your Portfolio Without Selling Your Portfolio–Part 1 why this is such an “odd” correction, Part 2 my risk assessment calendar, and Part 3 my two Protection Picks
Scary market, huh? Completely unpredictable it seems, right? Up on Tuesday October 30 with the Standard & Poor's ahead 1.57% at the close and the technology-heavy NASDAQ Composite ahead 1.58%. Quite a turn about from the previous day when the S&P 500 finished...
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Special Report: How to Protect Your Portfolio Without Selling Your Portfolio–Part 1 Why this is such an “odd” correction and Part 2 My risk assessment calendar
Scary market, huh? Completely unpredictable it seems, right? Up on Tuesday October 30 with the Standard & Poor's ahead 1.57% at the close and the technology-heavy NASDAQ Composite ahead 1.58%. Quite a turn about from the previous day when the S&P 500 finished...
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Special Report: How to Protect Your Portfolio Without Selling Your Portfolio
Scary market, huh? Completely unpredictable it seems, right? Up on Tuesday October 30 with the Standard & Poor's ahead 1.57% at the close and the technology-heavy NASDAQ Composite ahead 1.58%. Quite a turn about from the previous day when the S&P 500 finished...
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Special Report: 10 picks for 3 Next Big Things–Part 1, Why Big Data is such a powerful driver of Next Big Things and Part 2, My 3 AI stock picks and on to Blockchain
With today's update, I've finished my three picks for the Artificial Intelligence Next Big Thing--Nvidia, Intuitive Surgical, and Salesforce.com. Now I'll move onto my picks for the Blockchain Next Big Thing. While financial markets worry about the next 75 (or is it...
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Special Report: 10 picks for the coming 19% to 44% emerging markets bounce–plus BONUS ETF PORTFOLIO allocations
Part 1: Getting ready for an emerging markets bounce All the portents (You know, sightings of white seabirds on the left as the king rides to the hunt, the witches of Endor issuing a "buy"call, strange voices in the darkest night near the swamps of the dead behind...
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Special Report Update: 10 Best Stocks in 10 Sectors (Finally all 10 picks)
Sorry getting all 10 picks up took so long. But this Special Report is finally done. I've been arguing for months--and in two previous Special Reports that you can find on the JubakAM.com home page, "How to Invest in a Late Cycle Market" and "5 Place to Hide in this...