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Posts Tagged ‘emerging markets’

Selling Emerging Markets ETF out of my ETF Portfolio on Monday

In an ideal world, I would have finished my Special Report on the Crisis in Global Capitalism On my subscription JubakAM.com site by now so I could place this sell--and the coming buy of a Treasury ETF--in the context of that crisis. But this isn't an ideal world. That Special Report has taken way longer […]

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Adding more Utilities, cutting Emerging Markets in ETF Portfolio

Now that the Federal Reserve has decided to slow the pace of its interest rate increases in 2019--perhaps ultimately all the way to one or none--I think it's time to up the utilities exposure in my Perfect 5 ETF Portfolio. Especially since in this market I'm looking for safety. So today I'm increasing the allocation […]

To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the site. And we'll throw in the first week free! If you change your mind during that first week, just cancel your subscription from your profile page, and you won't be billed anything.

Overnight S&P 500 futures show markets cheering Trump-Xi results

Just about everything was up in the overnight market. Asian stocks climbed. So did the Australia dollar and the Chinese yuan. And, importantly for U.S. investors, the S&P 500 index futures gained 1.5% in overnight trading. Emerging market currencies were all strong with those of South Africa, Turkey, and Mexico all gaining.  

To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the site. And we'll throw in the first week free! If you change your mind during that first week, just cancel your subscription from your profile page, and you won't be billed anything.

Trump and Xi agree trade meeting was a “success”–time for a re-post of my 5 picks for the “bigger bounce”

The results are good enough. At their dinner meeting at the Group of 20 meeting in Buenos Aires U.S. President Donald Trump and Chinese President Xi Jinping made enough progress to take more of the risk of a U.S.-China trade war out of global financial markets. I think this clears the way for a continuation […]

To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the site. And we'll throw in the first week free! If you change your mind during that first week, just cancel your subscription from your profile page, and you won't be billed anything.

Stocks climb on news that U.S. and China talking again on trade

It's certainly a long way from here to an agreement on trade between the United States and China, but news that the two sides are talking again has boosted stocks in New York. After all, there can't be any agreement if the two sides aren't talking and without some kind of preparatory work there's no […]

To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the site. And we'll throw in the first week free! If you change your mind during that first week, just cancel your subscription from your profile page, and you won't be billed anything.

U.S. dollar continues to climb, creating downdraft for emerging markets and oil, and supporting Treasuries

The U.S. Dollar Spot Index (DXY) is up again today, climbing 0.66% to 97.053. Since the index that tracks the dollar against six other major trading currencies bottomed for 2018 back on February 15, the dollar has gained 8.72%. The bulk of those gains are even more recent with the dollar up 7.76% against the […]

To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the site. And we'll throw in the first week free! If you change your mind during that first week, just cancel your subscription from your profile page, and you won't be billed anything.

Buying Naspers in my Jubak Picks Portfolio

As I wrote in my Special Report: "10 Picks for the Emerging Markets Bounce," I'm adding Naspers (NPSNY) to my Jubak Picks Portfolio. It's unlikely that you know much about this South African Internet giant--after all no U.S. analysts follow the stock despite its $100.7 billion market cap. Most of Nasper's value comes from its […]

To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the site. And we'll throw in the first week free! If you change your mind during that first week, just cancel your subscription from your profile page, and you won't be billed anything.

I’m adding Banco Santander Mexico to my Volatility Portfolio on NAFTA deal

I'm moving Mexico and Banco Santander Mexico (BSMX) up from "buy later"--after more of an emerging market bounce from China and South Africa--to a "buy now" on the basis of the announcement on Monday, October 1, of a new trade agreement between the United States, Mexico, and Canada to replace NAFTA (North American Free Trade […]

To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the site. And we'll throw in the first week free! If you change your mind during that first week, just cancel your subscription from your profile page, and you won't be billed anything.

Buying Tencent Holdings for my Jubak Picks Portfolio

Today (or tomorrow morning, actually, October 2) I'm adding Tencent Holdings (TCEHY) to my 12-18 month Jubak Picks Portfolio. (The stock is already a member of my long-term 50 Stocks Portfolio. As I wrote in my Special Report: 10 Picks for the Emerging Markets bounce, if I was going to buy only one stock for […]

To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the site. And we'll throw in the first week free! If you change your mind during that first week, just cancel your subscription from your profile page, and you won't be billed anything.

Is it time to re-allocate your ETF portfolio?

Is it time to re-allocate your ETF portfolio? It's certainly time to ask this question. The September 26 meeting of Federal Reserve's Open Market Committee made a December 19 interest rate increase just about a done deal. In the dot plot released after that meeting, the Fed also signaled its intention--pending news, of course--of raising […]

To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the site. And we'll throw in the first week free! If you change your mind during that first week, just cancel your subscription from your profile page, and you won't be billed anything.