Special Report: Are you ready for the next Big One? A 5-Step Portfolio Strategy–Part 1, the odds of a Recession or Credit Crunch, Step #1 Foundation Buys, Step #2 Sectors to Sell, Step #3 More Hedges, Step #4 Rebelancing
Is a Recession coming? I don't mean "someday." Someday the sun will go nova but I don't need to price that in to my investment strategy. But a Recession in 2020 or 2021? That's something to take into account. And to prepare for to the degree possible. Or a Credit...
I’m adding Banco Santander Mexico to my Volatility Portfolio on NAFTA deal
I'm moving Mexico and Banco Santander Mexico (BSMX) up from "buy later"--after more of an emerging market bounce from China and South Africa--to a "buy now" on the basis of the announcement on Monday, October 1, of a new trade agreement between the United States,...
Special Report: 10 picks for the coming 19% to 44% emerging markets bounce–plus BONUS ETF PORTFOLIO allocations
Part 1: Getting ready for an emerging markets bounce All the portents (You know, sightings of white seabirds on the left as the king rides to the hunt, the witches of Endor issuing a "buy"call, strange voices in the darkest night near the swamps of the dead behind...
10 stock picks for an emerging markets bounce (Picks #1-#10)
Let's not overthink this, okay? In my post on Friday "Get ready for an emerging markets bounce" I laid out the case for believing that the emerging markets crisis is about to yield to an emerging markets bounce that could last weeks or even run through the end of...If Mexico didn’t have bad luck, it would have no luck at all–which makes it an increasing interesting long sometime in 2017
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...Mexico gets the big bump in interest rates I’ve been looking for
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...Download Jim’s eBook for Free
