July 23, 2022 | Daily JAM, Friday Trick or Trend |
In light of the attacks, the question is whether there actually was a real deal with Russia to reopen Ukraine’s Black Sea ports to grain exports at all. I’d expect to see Friday’s drop in commodities reverse on Monday. Reuters reports: Russian missiles hit the southern port of Odesa, the Ukrainian military said, threatening a landmark deal signed just the day before to unblock grain exports from Black Sea ports and ease global food shortages caused by the war. From the Guardian: Barely 12 hours after Moscow signed a deal with Ukraine to allow monitored grain exports from Ukraine’s southern ports, Russia targeted the country’s main port of Odesa – through which grain shipments would take place – with cruise missile strikes. The attack raised new doubts about the viability of the deal, which was intended to release about 20 million tonnes of grain to ward off famine in parts of the developing world.”
June 24, 2022 | Daily JAM, Morning Briefing, Special Reports |
And there I thought the hard part was laying out my thoughts on the trends in the market over the next five years. Turns out that outlining investment specifics is even harder. So this is just the first 12 months of picks and positioning for the next five years.
May 9, 2022 | Daily JAM, FQVLF |
With copper and nickel prices near all-time highs and fears that the rapid growth of production of battery-powered cars would result in a severe nickel shortage, on Sunday First Quantum Minerals (FQVLF) announced that t would expand it Kansanshi copper mine in Zambia and begin work on the new open pit nickel Enterprise mine.
February 22, 2021 | Daily JAM, Morning Briefing |
As of the close in New York today, February 22, the yield on the 10-year Treasury had climbed another 3 basis points to 1.37%. Commodities that can act as inflation hedges were up as well. Copper showed no signs of ending its climb, rising 4.17% today to $8909 a ton on the London Metal Exchange today
November 8, 2020 | Daily JAM, Short Term |
... the dollar. The dollar continued to fall last week. The dollar spot index (DXY) of the dollar against a basket of other major trading currencies is now down 4.32% for the year (as of the close on November 6.) More recently, the dollar is down 5.3% since June 29....
August 3, 2018 | Daily JAM, FCX, FQVLF, Friday Trick or Trend, LNG |
Our regular (or occasional or perhaps occasionally regular) Friday series ( actually running on Friday this week) Trick or Trend looks at what might (or might not) be emerging investible trends. Exclusively on JAM. This post won't run anywhere else. Ever. Today,...
July 25, 2017 | Daily JAM, Long Term, Stock Alerts |
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April 8, 2014 | Daily JAM |
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...
