May 25, 2020 | Daily JAM |
... 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...
May 18, 2020 | Daily JAM, ITW |
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,...
May 18, 2020 | Daily JAM, Morning Briefing |
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...
May 13, 2020 | Daily JAM, Short Term |
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...
May 10, 2020 | Daily JAM, Short Term |
... 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...
May 9, 2020 | Daily JAM |
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...
May 9, 2020 | Daily JAM, Friday Trick or Trend, Mid Term |
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...
May 8, 2020 | Daily JAM |
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,...
May 6, 2020 | Daily JAM, Morning Briefing |
Employment at U.S. companies plummeted in April by the most in records back to 2002, according to numbers fro the ADP Research Institute release today.. The report reflects data through April 12 in order to align with the report from the Labor Department for April,...
May 5, 2020 | Daily JAM, Morning Briefing |
The Organisation for Economic Cooperation and Development said annualized inflation across the group of 37 advanced economies slowed to 1.7% in March from 2.3% in February. That's the biggest deceleration since the 2008 global financial crisis. Energy prices fell by...
May 4, 2020 | Daily JAM |
After the New York Times obtained a Trump administration internal document that projected that the daily death toll in the United States will reach 3,000 on June 1, Â the White House said Please ignore those projections. (The current daily death toll is about 1,750.)...
May 4, 2020 | Daily JAM |
Warm spring weather did battle with pleas for social distancing and continued use of face masks. Guess which won? Which has already led some recently re-oped parks to shut down again. A popular park in Miami Beach, Fla., shut down Monday, five days after it reopened,...
