November 16, 2019 | Daily JAM |
...a pause in the news flow. The week ahead won't be completely quiet, of course. There's the little matter of the Part 1 agreement to settle some of the issues in the U.S.-China  trade war.  If this last week is any indication, we'll have lots of "announcements" from...
October 5, 2019 | Daily JAM |
... busy, busy, busy. Here's what we know to be on tap for the rest of October as of today October 5. U.S.-China trade talks are set to resume on Thursday, October 10. That means a switch from a period when both nations were issuing statements and policy steps...
July 13, 2019 | Daily JAM |
... bank stocks to carry us into the heart of earnings season. And going into earnings reports for the big banks on Monday, Tuesday, and Wednesday, bank earnings look strong for the second quarter. Citigroup (C) reports first on Monday with Wall Street calling for...
July 12, 2019 | Daily JAM, Friday Trick or Trend |
Our regular (or occasional or perhaps occasionally regular) Friday series (actually running on Friday 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. It's no...
July 10, 2019 | AAPL, Daily JAM, Short Term |
Think about it this way: The bulk of investors and traders believe that the Federal Reserve will cut interest rates at both the July 31 and September 18 central bank meetings. A significant minority believes that the Fed will deliver more than just two 25 basis point...
July 9, 2019 | Daily JAM |
Levi Strauss & Co. (LEVI) fell 6.59% in after-hours trading today after the company reported earnings for the second quarter. It will be "interesting" to see how the full session tomorrow--Wednesday, July 10--reacts. Depending on whether you use adjusted earnings...
July 2, 2019 | Daily JAM, Morning Briefing, Short Term |
The forecast from earnings observers such as FactSet is that second quarter earnings will show a 2.5% drop from last year. So what does the average, reasonably smart CEO do? He or she goes to the Wall Street playbook and cuts guidance so that when earnings are...
January 11, 2019 | Daily JAM, Short Term |
Bank stocks aren't doing badly today ahead of the start of earnings reports from the biggest banks starting on Monday. But to me it looks like today's slightly upward bias is a bet not on good earnings but that analysts have gone too far with their cuts to bank...
October 24, 2018 | Daily JAM, Morning Briefing |
Today, Wednesday October 24, everything sold off. And stocks with the biggest growth prospects sold off the most. The Standard & Poor's 500 closed down 3.09% and the Dow Jones Industrials fell by a smaller 2.41%. The growth heavy HASDAQ Composite drop 4.43%. Among...
October 23, 2018 | Daily JAM, Morning Briefing |
U.S. stocks hit the lows for the day--so far--near the 10:20 a.m. mark in New York this morning. The Dow Jones Industrial Average, which had closed at 25,317 yesterday, October 22, traded at 24,777 at 10:23 a.m. That's a drop of 540 points. The Standard & Poor's...
October 7, 2018 | Daily JAM |
... anticipation of the start of earnings season to stabilize U.S. stock markets. Earnings season for the September quarter kicks off on Friday with reports from the big banks, Citigroup (C), JPMorgan Chase (JPM), and Wells Fargo (WFC). Earnings growth is expected to...
July 12, 2018 | Daily JAM, KBWB, Perfect Five-ETFs, Stock Alerts, Volatility |
As I outlined in my recent special report "Five Places to Hide from a Downturn--and Still Make Some Money" on my JubakAssetManagemnt.com site, Â I think worry over the added downside potential for stocks created by everything from the tariff war, to higher interest...
