March 9, 2023 | Daily JAM |
Back on February 16, I gave you a list of 12 stocks I’d sell into the rally after the February 1 meeting of the Federal Reserve. (Here’s the link https://jubakam.com/wednesdays-rally…re-the-12-stocks/). Yesterday in the first step of my Special Report: 5 Steps for the Next 5 Months” I promised another set of sell recommendations before Friday’s jobs report for February, the March 14 CPI inflation report, and the March 22 meeting of the Fed’s interest rate setting group, the Open Market Committee. Here’s that list of another 12 stocks to sell.
July 20, 2021 | Daily JAM, Morning Briefing |
Today investors and traders ran to buy all the re-opening, post-vaccine recovery, cyclical stocks that they dumped yesterday. Macy’s (M) is up 4.29% as of 3:30 p.m. New York time after plunging 4.90% yesterday. Amusement park operator Cedar Fair (FUN) is up 4.12%. Cyclical Dupont (DD) is up 1.34% after closing down 4.46% yesterday. Carnival Cruise (CCL) is ahead 7.83% today after dropping 5.74% yesterday. It’s as if the market has decided that the really scary upward trend in new infections from the spread of the Delta variant is done with and over. Pandemic yesterday. No pandemic today.. The figures from the pandemic front say otherwise. The 14-day change in new cases as of July 19 is 198%. The 14-day change in new deaths is 44%.
July 19, 2021 | Daily JAM |
Today, Monday, July 19, stocks accelerated their retreat from the end of last week on fears that a fourth wave of the pandemic, fueled by the Delta variant, will crush hopes that the economy is headed back to normal. As of the close New York the Standard & Poor’s 500 was down 1.59% and the Dow Jones Industrial Average was lower by 2.09%. The NASDAQ Composite was off 1.06% and the NASDAQ 100 had dropped 0.90%. The small cap Russell 2000 had fallen 1.51% and the iShares MSCI Emerging Markets ETF (EEM) was down 1.68%. For the day at least you can see the market’s fears accurately reflected in the list of stocks falling most heavily.
March 4, 2021 | Daily JAM, Morning Briefing |
Back on February 23, I wrote a post with the headline “Everything is down today” and added that while I wasn’t buying everything on the dip I was doing some selective nibbling. Today’s market looks almost exactly the same–if a bit more so because this drop is coming after recent weakness.
September 29, 2020 | Daily JAM, KCAC, Mid Term, Special Reports, Volatility |
Yikes. Does this market have enough volatility for you? And I think that volatility will only get worse over the next two to six months, I can't remember a market with so much potential to move up or down in big relatively short-term volatility as this one. Just as...
July 7, 2019 | Daily JAM, Long Term |
Correction as of July 8. Dupont added to 50 Stocks rather than Dividend Portfolio I'd be willing to be dollars to donuts that U.S. stocks won't repeat their first half performance--up 17.4% on the Standard & Poor's 500--in the second half of the year. It's hard...
July 1, 2019 | Daily JAM, DD, Stock Alerts |
I'd be willing to be dollars to donuts that U.S. stocks won't repeat their first half performance--up 17.4% on the Standard & Poor's 500--in the second half of the year. It's hard for me to find a catalyst that isn't already priced into the market--from interest...
June 25, 2019 | Daily JAM, DIS, Special Reports |
The Standard & Poor's 500 closed at a new all-time high on June 20 at 2954.18. It's easy in today's market to find stocks trading at astronomical price to earnings ratios. Amazon (AMZN) sell for 79.90 times trailing twelve-month earnings per share. Netflix (NFLX)...
December 9, 2015 | Daily JAM, DD, MON, Stock Alerts |
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December 10, 2013 | Daily JAM, DD, Stock Alerts |
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November 19, 2013 | Daily JAM |
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