June 29, 2020 | AAPL, CRUS, Daily JAM, DIS, NXPI, PANW, SHAK, Short Term, TWLO |
I'd like to see this pattern season for a few more days--until next week I'd say--but I think I see a promising trading strategy for the second quarter earnings season that begins, in my mind at least, with JPMorgan Chase (JPM) before the market open on Tuesday, July...
June 20, 2020 | AAPL, Daily JAM, Top 50 Stocks |
...a big bang from Apple’s (AAPL) World Wide Developers Conference on Monday, June 22, even though the event will go virtual this year. The conference is Apple's big reveal on devices and operating systems to the independent developers who write the programs and apps...
June 20, 2020 | Daily JAM, Friday Trick or Trend |
Our regular (or occasional or perhaps occasionally regular) Friday series (actually running on Saturday 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. If you're...
June 19, 2020 | Daily JAM, Morning Briefing |
Nothing sums up the uncertainty of the re-opening economy and the continued coronavirus pandemic than news today that Apple (AAPL) is temporarily again shutting some of its U.S. retail stores. The 11 closed stores are in Florida, Arizona, North Carolina and South...
June 4, 2020 | AAPL, Daily JAM, Top 50 Stocks |
Broadcom CEO Hock Tan told analysts today, June 4, that the next iPhone will be launched later than usual and that chip suppliers like Broadcom (AVGO) will see the customary bump in revenue from Apple (AAPL) one quarter later than usual. The CEO told analysts that...
May 15, 2020 | Daily JAM |
China is ready to put U.S. technology companies such as Apple, (AAPL), Cisco Systems (CSCO), and Qualcomm (QCOM) on its "unreliable entity list." That would likely result in investigations and economic restrictions on those U.S. companies, according to the Global...
April 25, 2020 | Daily JAM |
... earnings drama. The week features reports from Amazon (AMZN), Apple (AAPL), Alphabet (GOOG), Facebook (FB), Microsoft (MSFT), ExxonMobil (XOM) General Electric (GE), Caterpillar (CAT), Ford (F), Tesla (TSLA), Starbucks (SBUX), McDonald's (MCD), Pfizer, and Gilead...
April 13, 2020 | Daily JAM |
As of 1 p.m. New York time the Standard & Poor's 500 is down 1.88% and the Dow Jones Industrial Average is off 2.14%. The NASDSQ Composite is lower by 0.79% and the Russell 2000 small cap index has tumbled 2.80%. The iShares MSCI Emerging Markets ETF (EEM) has...
March 10, 2020 | Daily JAM, Volatility |
One reason I decided to wait yesterday to put on those Apple (AAPL) September 18 puts (AAPL200918P00250000) in my Volatility Portfolio until today was a hope that the extremely wide bid/ask spread of Monday would narrow so that the put options wouldn't be as...
February 26, 2020 | Daily JAM, Morning Briefing |
This is exactly the pattern that financial markets are afraid of: Another company announcing the it would miss the revenue and earnings guidance that it had issued just weeks ago because of the effects of the coronavirus outbreak. In this case it's Microsoft (MSFT), a...
February 25, 2020 | Daily JAM |
The last two days of a plunging stock market on fears that the outbreak of coronavirus will last longer and spread farther than previously imagined have taken a huge chunk out of some momentum stocks. Just today shares of Nvidia (NVDA) fell another 4.11%, Twilio...
February 22, 2020 | Daily JAM, Friday Trick or Trend |
Our regular (or occasional or perhaps occasionally regular) Friday series (actually running on Saturday 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. Let me...