December 30, 2021 | Daily JAM, Long Term, Stock Alerts, Top 50 Stocks |
We’ve got just two more trading sessions left in 2021. And then it’s on to 2022. Which means you should have wrapped up–or making any last minute sells–to harvest tax losses from 2021 in the next day or so. Of course, being the tax-savvy investor that you are, you have postponed taking profits on big winners in 2021 until 2022. (I’ll have an update on January profit-taking in the week after New Years.)
May 12, 2020 | Daily JAM, Notes You Need |
In my daily trawling through the market I come upon lots of tidbits of knowledge that I think are important to investors but that don't justify a full post. I've decided to start compiling these notes here each day in a kind of running mini blog that I'm calling Notes...
August 12, 2019 | Daily JAM, Morning Briefing |
Brazil's central bank released a key gauge of economic activity today that signaled that it's likely Brazil fell into recession in the second quarter. The country’s economy activity index, which is a proxy for gross domestic product, fell 0.13% in the second quarter...
August 31, 2018 | Daily JAM |
The bad news is that the emerging market crisis that has sent financial markets plummeting in Argentina, Turkey, and Brazil has added India and Indonesia to its list of victims. The good news is that the inclusion of India and Indonesia is exactly what analysts and...
August 30, 2018 | Daily JAM, Morning Briefing |
Remember that emerging market crisis that whacked 10% out of the iShares MSCI Emerging Markets ETF (EEM) between July 31 and August 15--and even produced some anxiety in U.S. markets as the Standard & Poor's 500 fell 2.1% from August 7 through August 15? Well,...
June 8, 2018 | Daily JAM, EWZS, Stock Alerts, Volatility |
Back when I bought the iShares MSCI Brazil Small Cap ETF (EWZS) the idea was that Brazil was in comeback mode with interest rates and inflation coming down. By buying the small cap ETF in my Volatility Portfolio rather than the big-cap iShares MSCI Brazil ETF (EWZ)...
June 8, 2018 | ARCO, Daily JAM, Stock Alerts |
Back when emerging markets started to break down, I sold my positions in Argentina. Then it looked like the damage might be limited to that country. Not though it's clear that the whole sector is under pressure and that investors trying to avoid the next breakdown...
June 7, 2018 | Daily JAM, Mid Term, Volatility |
If you can't tell from the cascade of negative commentary, you certainly should be able to tell from trend in share prices: emerging markets have become the focus of current worries about global trade, the effects of a strong dollar, and the potential for a credit...
August 23, 2017 | Daily JAM |
10:20 a.m.: Alphabet (GOOG) and Wal-Mart (WMT) are teaming up to fight Amazon (AMZN). Shoppers will be able buy Wal-Mart products on Google Express using, the partners hope, the voice-controlled Google Home and Google Assistant on Android smartphones. You can tell how deeply this partnership concerned the market: Shares of Amazon closed down 0.92% in the regular trading session and then climbed 0.23% in after hours action. 10:40 a.m.: The Brazilian government will sell a controlling stake in Latin America’s biggest electricity generator, Electrobras.
August 11, 2017 | Daily JAM, Friday Trick or Trend |
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...
June 13, 2017 | Uncategorized |
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...
May 28, 2017 | Daily JAM, Friday Trick or Trend |
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...
