August 28th, 2019, 4:37 PM
This morning the U.S. Energy Information Administration surprised the markets with the report of a bigger than expected decline in oil stockpiles. Crude inventories fell by 10 million barrels for the week ended August 16. The prior week showed a drawdown of 2.7 million barrels. U.S. benchmark West Texas Intermediate gained 1.82% to $55.93 a […]
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April 30th, 2019, 5:51 PM
Occidental Petroleum (OXY) has brought Warren Buffett and Berkshire Hathaway (BRK.A) into its battle with Chevron (CVX) for control of Permian-Basin-rich Anadarko Petroleum (APC). Up until the entry of Buffett, Chevron had the inside edge even though it had offered a lower price of $33 billion in cash and stock for Anadarko. That company's board […]
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April 25th, 2019, 2:21 PM
The battle for control of Anadarko Petroleum (APC) and its huge position in the oil shale geologies of the Permian Basis isn't over. Yesterday, Wednesday, Occidential Petroleum (OXY) made a renewed bid to acquire Anadarko. The 50%/50% stock and cash offer from Occidental would value Anadarko at $38 billion. Chevron's offer of 75% stock and 25% […]
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March 20th, 2019, 4:47 PM
I'm part way through the annual rebalancing of my Dividend Portfolio (with other portfolios to follow.) The initial stage of that process requires a close look at which of the stocks in the portfolio I'd like to keep for another year (based on their prospects for the next year) and which I'd sell because I […]
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December 10th, 2018, 1:10 PM
I dare you to find something global financial markets aren't worried about. And, moreover, many of the worries are re-enforcing each other today. So, for example, we've got U.S. Trade Representative Robert E. Lighthizer, saying on Sunday TV the the 90 day trade truce is a hard deadline. No deals in 90 days and the […]
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October 9th, 2018, 4:54 PM
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August 3rd, 2018, 11:03 PM
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. Today, Friday, August 3, China announced tariffs on $60 billion in U.S. exports in […]
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.
