July 17, 2022 | Daily JAM, Jubak Picks |
It’s been tough going lately for investors and traders in wheat, corn, and other agricultural commodities. The Teucrium Wheat ETF (WEAT) is still up 9.07% for 2022 to date as of the close on July 15. But that’s little consolation for anyone who bought into the sector recently. WEAT is down 25.30% in the last month. And the ETF is down 29.36% since I added it to my Jubak Picks Portfolio on May 25, 2022.
My advice?
June 17, 2022 | Daily JAM, Stock Alerts, Volatility |
I’m looking for stocks and ETFs that will go up even if the stock market as a whole goes south and Teucrium Corn ETF (CORN) is a good candidate. (Year to date return is 35% as of the close on June 16.)
August 23, 2021 | Daily JAM, Perfect Five-ETFs, Stock Alerts |
It’s tempting right now to say “To hell with diversification; let’s put everything into U.S. stocks. After all, they’re outperformed most asset classes for most of 2020 and for the year to date.” That’s exactly the kind of thinking, however, that gets an investor into trouble when an asset class is trading near a historic high. A time like this, like now, is exactly when you should be looking to make sure that you’ve got decent balance in your portfolio. And, to the degree you can, own stuff that will go up when other stuff goes down. Which is why I’m adding shares of the Van Eck Agribusiness ETF (MOO) to the Perfect 5 ETF Portfolio today
August 16, 2021 | Daily JAM, Special Reports |
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...
May 11, 2021 | Daily JAM, DE, Long Term, Millennial, SCCO |
Sure looks like a market struggling with rotations between growth and value stocks. One day the growth stocks sell off on fears of higher interest rates and rising inflation or something–and because after such a strong rally in the style growth stocks are very expensive. And that same day value stocks move higher because increasing economic growth is a very, very good thing for a style that depends on a strong economy for much of its revenue gains. The next day the market’s preference reverses and growth again outperforms value. What’s a poor investor to do? Especially the long-term investors with very long time horizons that are the focus for my new “Millennial Portfolio (for investors with more time than money.)” How about a few stocks that offer both growth and value? I’ve got two stocks today that I’m going to add to the Millennial Portfolio: Deere (DE) and Southern Copper (SCCO)
May 4, 2021 | Daily JAM, DE, Jubak Picks, Stock Alerts, Top 50 Stocks |
Wheat prices hit new highs at $7.46 a bushel at the end of April. That the highest since February 2013. Corn climbed to a new eight year high. The day soybeans rose for a tenth straight session to reach on eight year high.
When the prices of farm commodities climb, it’s tough times ahead at the grocery store for consumers. But it’s good times ahead for farmers and that means increasing sales of tractors and other farm equipment for Deere (DE). I’m adding the shares to my 12-18 month Jubak Picks Portfolio
September 30, 2019 | Daily JAM, Stock Alerts, TSN |
Ok, one lawsuit/investigation/class action action against a company is bad news, usually, for a stock. Two, though? Time to say, Move along. Especially when the company in question shows a remarkable ability to keep getting sued for the same practices. Back in April...
September 21, 2019 | Daily JAM, Friday Trick or Trend |
Our regular (or occasional or perhaps occasionally regular) Friday series (actually running on Saturday 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 was...
September 11, 2019 | Daily JAM, Mid Term |
Ahead of the resumption of U.S.-China trade negotiators next month China has announced a small set of exclusions--on $1.65 billion in U.S. exports to China--from 25% tariffs that were put into place last year. The exempt goods include such minor categories as alfalfa,...
July 30, 2019 | Daily JAM, Morning Briefing |
At the least the timing seems odd. Unless, of course, you believe, as President Donald Trump may, that China and its President Xi Jinping can be bullied into a trade deal. Speaking with reporters outside the White House as he headed for Jamestown, Virginia, Trump...
May 30, 2019 | Daily JAM, DE |
So China won't buy the 10 million tons of U.S. soybeans it had promised to purchase as a good will gesture when it looked possible to push the U.S.-China trade war to a negotiated peace. The problems for U.S. corn farmers extend beyond soybeans and China, however....
May 17, 2019 | Daily JAM, DE, Stock Alerts |
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...