September 25, 2017 | Daily JAM, Volatility |
The conventional wisdom at the end of last week was that we were witnessing a rotation out of tech shares and into financials and small cap stocks. In other words, nothing to get  too concerned about. Apple (AAPL) was a special case as surveys of retail channels showed weak sales for the iPhone 8. Today, though, the concern is a bit more serious.
August 22, 2017 | Daily JAM, Morning Briefing |
Lots of folks out this morning trying to explain why U.S. stocks are up so strongly today after Thursday’s thrashing and two lackluster trading session on Friday and Monday. One explanation I’m hearing a lot is that President Donald Trump sounded “more” presidential in last night’s speech laying out his secret plan for continuing the war in Afghanistan. Another explanation that I’m hearing is that there are rumors of progress in Washington on the Republican tax plan. To which I say, Please… It’s August when lighter trading volumes magnify every wrinkle into the Rockies. The most likely reason that the market is up today is that it was down on Thursday and today the buy the dip trades that didn’t work on Friday and Monday are back on.
July 24, 2017 | Daily JAM, GOOG, Stock Alerts |
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July 24, 2017 | Daily JAM, Short Term |
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June 15, 2017 | Daily JAM |
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April 27, 2017 | Uncategorized |
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April 22, 2016 | Daily JAM, GOOG, Stock Alerts |
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