January 28, 2022 | AAPL, Daily JAM, Mid Term, You Might Have Missed |
It’a always dangerous to construct a trend from Friday’s trading. Especially when the earlier part of the week has been so strong in one direction or another. (In this case, down, down, down.) Ahead of the weekend, stocks often reverse the trend from earlier in the week as sellers (in this case) decide that they don’t want to be quite so bearish until the market opens on Monday. So it’s not surprising that stocks gained today on nothing especially qualifying as news. But with all those caveats, I still found today’s action “interesting” and “perhaps” indicative of a future trend. Not only were stocks as a whole strongly higher–the Standard & Poor’s 500 rose 2.44% on the day–but technology stocks led the move to the upside.
January 25, 2022 | AAPL, Daily JAM, DIS, Special Reports |
Take a look at Peloton Interactive (PTON) and Netflix (NFLX) just in case you need a reminder of one of the essential characteristics of this stock market. One that makes it so hard to tell where the market as a whole is going, and what individual stocks are headed up or down (and often down big time.) What growth rate should an investor use in trying to value the stock? Who knows? Which is exactly the point and not a problem limited to Peloton in this economy. I’ve found a handful of stocks with reliable internal growth stories that make them great buy-on-the-dip candidates for over performance in the second half of 2022. I’m making three of those stocks–Apple (AAPL), Disney (DIS), and Chipotle Mexican Grill (CMG)–my last 3 picks for my Special Report
January 20, 2022 | AAPL, Daily JAM, GOOG, Jubak Picks, MSFT, Top 50 Stocks, Videos |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. My ninetieth YouTube video “3 Picks on Tech Stock Guidance” went up today.
January 7, 2022 | AMZN, Daily JAM, MSFT, NVDA, Videos |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. My eighty-fourth YouTube video “3 Picks for When the Tech Selling Stops” went up today.
January 4, 2022 | AAPL, Daily JAM, Jubak Picks, Volatility |
When I bought shares of Apple (AAPL) in my Jubak Picks and Volatility Portfolios, I was looking for gains from the end of the year rally (which kind of fizzed out) and the traditional Santa Claus rally (which came through as expected) to drive shares higher in the short term. Since that November 23, 2021 pick, shares of Apple, as of the close today January 4, were up 12% to $179.70, just above my $179 target price for this short-term trade.
January 4, 2022 | AAPL, Daily JAM, Jubak Picks, Volatility |
This earnings season looks so tricky that I’m going to sit it out rather than attempt to leverage moves in the shares of reporting companies by purchasing either Call (a bet that the stock will go up) or Put (a bet that the stock will go down) options.
December 27, 2021 | Daily JAM, Morning Briefing, Short Term |
Judging from the close of Monday’s trading session, there looks to be enough fuel for a Santa Claus rally to end 2021. The Standard & Poor’s 500 closed up 1.38% and the Dow Jones Industrial Average gained 0.98%. The NASDAQ Composite was ahead by 1.39% and the small cap Russell 2000 was higher by 0.89%.
December 10, 2021 | Daily JAM, Morning Briefing |
Stocks rose today, December 10, as a huge jump in CPI inflation exactly matched economists’ projections. As they say on the basketball court, “No surprise; no foul.” The Consumer Price Index (CPI) climbed at a 6.8% annual rate in November.
December 9, 2021 | AAPL, AMZN, Daily JAM, Videos, Volatility |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. My seventy-eighth YouTube video “Look Out for Earnings Season” went up today.
December 8, 2021 | Daily JAM, Short Term |
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December 8, 2021 | CHPT, Daily JAM, Morning Briefing, NKTR, Short Term |
With the VIX “fear index” falling back closer to “normal” levels–it dropped to 21.89 yesterday from 31.12 on December 1–it sure feels like the extreme volatility of the end of November and early December is on the ebb. The move to yesterday’s 21.89 close from December 1 was was a surge of 30% in the CBOE S&P 500 Volatility Index in a week. This move away from panic follows on a jump in the “fear index” in the week from November 24 to December 1 of 67% in the opposite direction. I’d be surprised if we don’t see another surge in volatility in the rest of December or in January with what promises to be a crazy earnings season, but even if volatility holds at something like today’s level–slightly elevated from the historical averages but in the rough ballpark–don’t forget that volatility has a long tail. Volatility, in fact, creates volatility. And not least of all in individual stocks.
December 7, 2021 | AAPL, AMAT, ASML, Daily JAM, Morning Briefing, NVDA, NXPI |
Here we go again. It’s not that we really have any more information about the Omicron Variant–we certainly don’t know what its effects will be on global economic acuity–but just as fears that the Covid-19 variant would send the world back into lockdown crushed stocks last week, this morning, December 7, a belief that Omicron won’t be all that bad has taken root and stocks are soaring in morning action.
