It looks we might get a China trade deal before one on NAFTA

It looks we might get a China trade deal before one on NAFTA

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.

How to use my portfolios

How to use my portfolios

We’ve had a big influx of new readers here at JubakAM.com thanks to the magic of groundhogs and our Groundhog Day 20% off deal. And I’ve received a number of questions that boil down to How do I get started using the five portfolios on the site? Here’s my advice.

On the fifth day of Christmas my stock pick is Applied Materials–and five golden rings

On the fifth day of Christmas my stock pick is Applied Materials–and five golden rings

I’m making Applied Materials (AMAT) my fifth day of Christmas pick. And I’m adding the stock to my long-term 50 Stocks portfolio today (for purchase on January 2.) Applied boasts an impressive global presence with an installed base of more than 30,000 tools and customer engineers stationed in nearly every chip-manufacturing facility in the world. The relationships that come with that installed base of tool and customer engineers is a huge competitive advantage in designing and introducing new generations of chip-making equipment.