August 16, 2022 | Daily JAM |
It’s China’s worst heat wave in six decades. And it’s led to factory shutdowns as officials work to conserve electricity. In Sichuan province, for example, factories in more than 19 cities have halted operation until Saturday in order to save electricity. This isn’t exactly what a country needs that has just reported slower-than-expected growth
February 2, 2022 | Daily JAM, Short Term |
I’m a big fan of history. I study it. I love reading it. I find the patterns of the past fascinating. Both in themselves and for what they tell us about our own time and the likely future. But…I just don’t think stock market history is a very reliable guide to the present and the near-term future right now.
November 9, 2021 | Daily JAM, Long Term |
As the Glasgow global climate conference whimpers to a close on November 12–another year of delay and inadequate action, but, hey, we’ve got plenty of time right–maybe even 8 or 9 years–two reports say that things are even worse than they seem.
April 26, 2021 | Daily JAM, Morning Briefing, Special Reports |
Today’s Part 1 is a kind of over view of the state of the art in global climate change accounting. With my suggestions about what principles you should bring to understanding this “information.” Part 2 will take off from this conclusions in Part 1 to try to prioritize opportunities for investing–at a profit–in the battle to control global climate change. Part 3 will use Part 1 and Part 2 to build a portfolio of 10 stocks where I’d put money today given what we can see of the course of that battle over the next decade. So let’s start with Part 1 on how to read the numbers.
November 3, 2020 | Daily JAM |
As of today, November 3 at 12:30 p.m., I don't know who will win the Presidential election. I don't know if the rally in the stock market today, with the Standard & Poor's 500 up 2.02% at 12:30 p.m. New York time, is a vote for some specific outcome, or (more...
July 13, 2020 | Daily JAM, Mid Term, Special Reports |
According to John Lennon, "Life is what happens to you while you are busy making other plans." That's also true of the global warming. Â ("Climate change," if you want, but I prefer "global warming" because heat is the fuel driving climate change whether the change is...
May 1, 2019 | Daily JAM, Long Term |
It's interesting to me, as someone who works in a field (investing) where numbers are important much if the time and eventually have significance and consequences, that the big current argument against the Green New Deal is that it would cost too much. Let's ignore...
March 20, 2019 | Daily JAM, Stock Alerts, XOM, You Might Have Missed |
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...
December 14, 2018 | Daily JAM, Special Reports |
$23 trillion. It's a big enough number to get my attention. On Monday, December 10, 415 investment managers, pension funds, and insurers, told the ministers gathered for the United Nations climate summit in Katowice, Poland, that the world faces a financial crash...
October 6, 2016 | Daily JAM, Volatility |
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