Year-end rally trend looks to hold even after yesterday’s inflation shock

Year-end rally trend looks to hold even after yesterday’s inflation shock

November 11, 2021 | Daily JAM, Morning Briefing | 2 comments

I don’t care how you want to frame the number, yesterday’s (November 10) report that consumer inflation (as measured by the Consumer Price Index) rose at a 6.2% annualized rate in October was shockingly high. The number is the kind of shock that can derail a rally or reverse a prevailing upward trend. So far, though, the market action says the upward trend through the end of the year is intact.

Another piece in the Beyond Meat puzzle

Another piece in the Beyond Meat puzzle

February 4, 2020 | Daily JAM, Stock Alerts | 6 comments

I'm trying to figure out the puzzle that is Beyond Meat (BYND), the only publicly traded plant-based meat stock. Is plant-based meat a revolutionary, category shattering food product? In which case shares of Beyond Meat are an absolute bargain even at $110.43 a share...
Notes You Need for August 15: Negative bond yields, recession models, don’t buy the dip advice, slump in vacation spending, China retaliatory intentions, August options expirations, Mexico cuts interest rates, Beyond Meat profit taking, GE CEO buys shares

Notes You Need for August 15: Negative bond yields, recession models, don’t buy the dip advice, slump in vacation spending, China retaliatory intentions, August options expirations, Mexico cuts interest rates, Beyond Meat profit taking, GE CEO buys shares

August 15, 2019 | Daily JAM, Notes You Need | 38 comments

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...