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Posts Tagged ‘coronavirus’

Keeping the coronavirus vaccine land rush in perspective

Some context to help you keep the next (that is after Moderna (MRNA)) coronavirus vaccine "sky's the limit" story in context By the count of the BioInvest Medical Technology Stock letter there are now 1,833 global coronavirus-related studies posted on ClinicalTrials.gov. And there are 120 vaccine development efforts underway. There's no guarantee that any of […]

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Do you see what I see?

This morning what I saw in photos and videos from this past Memorial Day weekend was a country rushing pell mell toward re-opening the economy without a thought for safety amidst a still uncontrolled coronavirus outbreak. I saw photos of crowds at beaches, on board walks, outside restaurants, and at church services with potential virus […]

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Saturday Night Quarterback (on Memorial Day) says, For the week ahead expect…

... the markets to be focused on China news. It's not the only story out there with market moving potential but it is the "ripest." We won't have anything but anecdotal accounts of the collapse of social distancing at events across the country this weekend and we won't know how much in retail sales the […]

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Selling Illinois Tool Works out of my Dividend Portfolio to make room for new dividend strategy and new picks

Way back in November 2019--if you remember a period when projected earnings growth was strong and before the coronavirus recession--I argued for a dividend strategy that focused on companies with fast growing and solidly predictable earnings that were, in my opinion, likely to raise their dividends significantly over the next five years or more. It […]

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Stocks roar ahead on perfect storm of good news

As of 1 p.m. New York time today, May 18, the Standard & Poor's 500 is up 3.17% and the Dow Jones Industrial Average is higher by 3.60%. The NASDAQ Composite has climbed 2.47% and the Russell 2000 small cap index is ahead 5.29%. The iShares Emerging Markets ETF (EEM) has gained 3.75%. First, there's […]

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Examples of countries that re-opened and are now headed back into lockdown aren’t reassuring for U.S. experience

Yesterday Lebanon became the latest country to reimpose social distancing restrictions after easing those measures just two weeks ago when it looked like the spread of the virus was under control. Iran has ordered a county in the southwest to reimpose a lockdown. Iran has 110,000 reported cases. India and Russia eased restrictions yesterday even […]

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Saturday Night Quarterback says (on a Sunday), For the week ahead expect…

... the "No, you do it" game being played by the Federal Reserve and the Republican-controlled Senate to increase in intensity. Senator Mitch McConnell and the Republican majority in the Senate have said that they don't want to even consider another coronavirus rescue package until they see how previous ones play out. The White House […]

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China shows a riffle of new coronavirus cases

China’s National Health Commission reported 14 new confirmed coronavirus cases on May 9, the highest number since April 28 and up from only one case a day earlier. Worryingly, of the new cases only two were imported. The remaining 12 confirmed cases were locally transmitted, including 11 cases in the northeastern province of Jilin. China's […]

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Trick or trend: Benchmark dates for the economy and the pandemic for the next month or two

Our regular (or occasional or perhaps occasionally regular) Friday series (actually running on Saturday 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. Right now stock prices are very dependent on whether or not real world events unfold […]

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U.S. economy officially loses 20.5 million jobs in April

By this time you're aware of the headline numbers: The U.S. economy lost 20.5 million jobs in April, according to the Labor Department today. That took the official unemployment rate to 14.7%. But there's a lot of pick apart in this report. So shall we begin? First, the report isn't for April. It covers a […]

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