May 23, 2019 | Daily JAM, EFNL, Stock Alerts, Volatility |
I will sell the iShares MSCI Finland ETF (EFNL) out of my Volatility Portfolio tomorrow. The EuroZone in general and the Finnish economy in particular is heavily dependent on exports and the slowdown in the global economy resulting from the U.S.-China trade war isn't...
May 21, 2019 | Daily JAM, Short Term |
Here's one set of ETFs I'm watching right now for signs that the market is headed for a breakdown--and reassurance that it's just trapped in one of those rotation things. On Monday, May 20, the Technology Select Sector SPDR ETF (XLK) fell like a stone, dropping 1.74%...
May 3, 2019 | Daily JAM, GLD, Perfect Five-ETFs |
Maybe investors are in love with the U.S. stock market--but global central banks are as enthusiastic about the U.S. Dollar. In the first quarter gold purchases by global central banks were the highest in six years. The move into gold seems to come from a desire to...
April 3, 2019 | Daily JAM, Short Term, You Might Have Missed |
Today, Wednesday April 3, action in the three legs that support stocks near the highs for 2019 pointed toward significant risk for Thursday and Friday. The Standard & Poor's 500 index closed the day up 0.21% at 2873. Leg 1 for the market: The financials, the...
January 25, 2019 | Daily JAM, GLD, Morning Briefing |
Gold hit a seven month high on Friday, gaining more than 1%. Spot gold briefly broke above $1300 an ounce. Gold futures climbed 1.5% to $1,298.30 an ounce. The SPDR Gold Shares ETF (GLD) climbed 1.46% to $122.86 on volume 10% above the daily average. The 52-week high...
January 17, 2019 | Daily JAM, Volatility |
Rallies share one very important pattern. In a rally more investors and traders want to jump in as prices rise. They're convinced that rising prices mean that prices will climb even more in the future and so they buy, driving prices higher. Bounces follow a different...
January 3, 2019 | Daily JAM, FXY, Perfect Five-ETFs, Stock Alerts |
On December 27 I switched to the  Invesco Currency Shares Japanese Yen ETF (FXY) from the Vanguard FTSE Developed Markets ETF (VEA) in my Perfect 5 ETF Portfolio in an effort to get more yen exposure and a little more safety during this Bear market. Tomorrow I'm going...
December 27, 2018 | Daily JAM, FXY, Perfect Five-ETFs, VEA, Volatility |
Back on October 3 I switched from the  Invesco Currency Shares Japanese Yen ETF (FXY) to the Vanguard FTSE Developed Markets ETF (VEA) in an effort to get a little more performance out of this slot in my Perfect 5 ETF Portfolio. (This ETF invest in both Japan and...
December 26, 2018 | Daily JAM, EEM, Perfect Five-ETFs, XLU |
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...
December 24, 2018 | Daily JAM, GLD, Perfect Five-ETFs |
Don't know whether or not you've noticed, but stocks have been sinking like a stone. (Actually I sure you've noticed that.) And that gold has been climbing. (This you may have overlooked in all the other excitement.) The Federal Reserve signal that it is backing off...
October 3, 2018 | Daily JAM, Perfect Five-ETFs, VEA |
Earlier today I sold the Invesco Currency Japanese Yen ETF (FXY) in my Perfect 5 ETF Portfolio. Now I'm replacing it with the Vanguard FTSE Developed Markets ETF (VEA). The sell and the buy will cut the portfolio's exposure to the Japanese yen and increase its...
September 27, 2018 | Daily JAM, Perfect Five-ETFs |
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,...