Trick or trend: Using chicken to play this year’s potentially record El Nino
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...It’s make or break time for this rally: S&P nears 2021 high from September 17
The Standard & Poor’s 500, trading at 2015 at 1:30 p.m. on October 9, is within spitting distance of the 2020 level that marked the high point before a hefty decline ended the August and September rallies
Monsanto’s really ugly earnings today do point to where the problems are in third quarter earnings growth–Surprise! profits aren’t equally bad across the economy
What’s that you say—you didn’t know there is a debate over earnings for the calendar third quarter? Earnings per share for the stocks in the Standard & Poor’s 500 are projected by Wall Street analysts to fall by 6.9% in the quarter. There’s a good possibility, though, that the projected decline in S&P 500 earnings overstates the weakness in the quarter. The index over-weights the energy sector
A decline in U.S. stocks on slowing growth with a rally in emerging markets and commodities on slowing growth seems contradictory
Today the International Monetary Fund cut its forecast for global economic growth for 2015 to 3.1% from the already low previous 3.3% projected in July on slowing growth due to low commodity prices
Today Wall Street talks up Glencore–showing just a bit of self interest
Glencore (GLNCY), the commodities and trading group that fell 28% yesterday, rebounded almost 17% today as Wall Street investment banks and their analysts declared that the sell off had been overdone. Of course, you’re entitled to a bit of skepticism about that conclusion
Stiillwater Mining is a hold for 2016
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...You mean there might be limits to government stimulus in China?
So much for calm. Today, August 18, volatility returned with a vengeance led by a plunge in China’s mainland stock markets. The Shanghai Composite Index dropped 6.15% overnight.
Saturday Night Quarterback (on Sunday) says, For the week ahead expect…
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...
Sector Monday: Commodity companies continue to postpone capital spending–are there any winners? (Part 1 of 2)
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...Saturday Night Quarterback says, For the week ahead expect…
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...
Commodity decline turns into a commodity rout from gold to oil to iron ore
Commodity prices continue to tumble and are now down to the lowest levels since dinosaurs walked the earth. Not quite. But both the gold futures and spot market broke below $1100 an ounce this morning before rebounding to slightly above that level. That puts gold near a five year low. And gold isn’t alone
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