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Mongolia coal win emphasizes Peabody Energy potential

July 6, 2011 | Daily JAM, Stock Alerts | 15 comments

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...
A tiny buy on the dip opportunity for fertilizer stocks

A tiny buy on the dip opportunity for fertilizer stocks

June 30, 2011 | Daily JAM | 0 comments

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If we didn’t have bad news, we’d have no news at all today

June 23, 2011 | Daily JAM, Morning Briefing | 2 comments

My suspicion is that stocks wouldn’t be down so much today if they hadn’t been up so much on June 21. So far, today’s 1.1% decline in the Standard & Poor’s 500 amounts to profit-taking on the June 21 move up to 1296 on the index. A 1% drop on today’s list of bad news is, well, actually rather modest.

Agrium says even better than expected down on the farm

Agrium says even better than expected down on the farm

June 20, 2011 | Daily JAM, Stock Alerts | 8 comments

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Go for the gold in the world’s biggest gold and copper find–but how?

Go for the gold in the world’s biggest gold and copper find–but how?

June 3, 2011 | Uncategorized | 0 comments

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Watch for a buying opportunity in Freeport McMoRan copper and gold on tomorrow’s reaction to jobs number

June 2, 2011 | Daily JAM, Stock Alerts | 8 comments

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Joy Global sees no end to mining boom–well at least not before 2013

Joy Global sees no end to mining boom–well at least not before 2013

June 2, 2011 | Daily JAM, JOY, Stock Alerts | 2 comments

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How much control does the government want over Vale?

May 31, 2011 | Daily JAM, Stock Alerts | 2 comments

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Brazil’s drive to export more to China should help Bunge (soybeans) and Marfrig (chickens)

May 25, 2011 | BG, Daily JAM | 0 comments

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No sugarcoating it, Cosan has been frustrating to own lately–but I’d hang on for an end to the emerging markets correction

No sugarcoating it, Cosan has been frustrating to own lately–but I’d hang on for an end to the emerging markets correction

May 24, 2011 | Daily JAM, Stock Alerts | 3 comments

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Goldman repeats bullish call on commodities, cuts forecasts for economic growth in China

Goldman repeats bullish call on commodities, cuts forecasts for economic growth in China

May 24, 2011 | Uncategorized | 4 comments

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Agrium says even better than expected down on the farm

Wall Street is disappointed by Deere’s earnings today–looks like a buy to me.

May 18, 2011 | Daily JAM, Stock Alerts | 6 comments

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