July 31, 2020 | Daily JAM, Morning Briefing |
After blow-out earnings from Apple (AAPL) and PayPal (PYPL) yesterday and strong beats from Amazon (AMZN), and Facebook (FB), it's not hard to understand why, as of 2:30 p.m. New York time on Friday, the NASDAQ is leading all the indexes. At the hour the NASDAQ...
July 23, 2020 | AMZN, Daily JAM, Top 50 Stocks |
Amazon (AMZN) reports second quarter earnings after the close of trading on July 30 next week. (I got the reporting date wrong  by a week in an earlier version of this post.) Wall Street is expecting impressive growth in online sales revenue. But after yesterdays...
July 8, 2020 | Daily JAM, Morning Briefing |
Today what I'm calling "re-opening dependent" stock fell again. At least in the early going. Toward the end of session--like yesterday--these stocks and stocks in general rallied. Which in and of itself tells us something important about this market. First, the 2 p.m....
July 1, 2020 | AAPL, Daily JAM, Mid Term |
I'm using Apple (AAPL) as one indicator for the state of the re-opening economy. Apple's decision today to re-close 30 more of its stores in seven states, including Alabama, California, Florida, Georgia, Idaho, Louisiana, Nevada, Oklahoma, Texas and Utah, is a sign...
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...