July 1, 2020 | AAPL, Daily JAM, Mid Term |
I'm using Apple (AAPL) as one indicator for the state of the re-opening economy. Apple's decision today to re-close 30 more of its stores in seven states, including Alabama, California, Florida, Georgia, Idaho, Louisiana, Nevada, Oklahoma, Texas and Utah, is a sign...
June 30, 2020 | Daily JAM, Short Term |
We'll soon get new figures from the Federal Reserve now that the second quarter is coming to an end today, but I'd guess that the debt picture won't be better than it was at the end of the first quarter on March 31. At the end of May non-financial corporate debt in...
June 28, 2020 | Daily JAM |
... really, really confusing and almost certainly misleading economic data. On Thursday, July 2, a day early because of the Fourth of July weekend, the Labor Department will report jobs numbers for June. Right now economists surveyed by Bloomberg are expecting a 3...
June 27, 2020 | Daily JAM, Friday Trick or Trend |
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. One of the...
June 26, 2020 | Daily JAM, Morning Briefing |
With Texas setting a one-day high for new coronavirus cases on Wednesday at 6,584 Governor Greg Abbott reversed a pledge that that going “backward” and closing down businesses was “the last thing we want to do.” Effective today bars must close (although they can...
June 24, 2020 | Daily JAM |
In May governments shed more than 570,000 workers as states and cities grappled with huge budget shortfalls created by the coronavirus pandemic and shutdowns of economic activity imposed in an effort to get the outbreak under control. those layoffs are going to get...
June 19, 2020 | Daily JAM, Morning Briefing |
Nothing sums up the uncertainty of the re-opening economy and the continued coronavirus pandemic than news today that Apple (AAPL) is temporarily again shutting some of its U.S. retail stores. The 11 closed stores are in Florida, Arizona, North Carolina and South...
June 17, 2020 | Daily JAM |
I'm as much in favor of reality as the next guy. Maybe more so. And during the coronavirus pandemic and the current economic re-opening I've been scarfing up every bit of data that I can. I begin my day by digging into the latest news of cases n Arizona, Texas, and...
June 13, 2020 | Daily JAM, Friday Trick or Trend |
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. I've read a...
June 9, 2020 | Daily JAM |
The Washington Post reports that about one third of food service and accommodation businesses that have received loans/grants from the Paycheck Protection Program have less than one month of cash left, Adam Ozimek, chief economist at Upwork, told the Washington Post....
June 1, 2020 | Daily JAM, Mid Term |
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...
May 26, 2020 | Daily JAM, Morning Briefing |
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...
