October 30, 2017 | Daily JAM, Uncategorized |
In my daily trawling through the market I come upon lots of tidbits of knowledge that I think are important to investors but that don’t justify a full post. I’ve decided to start compiling these notes here each day in a kind of running mini blog that I’m calling Notes You Need. This mini-blog includes items like this from today: “11:40 a.m.: The PCE Price Index, the Federal Reserve’s preferred measure of inflation rise by 0.4% in September and is now up 1.6% year over year. In August the index was ahead 1.4% year over year. The core index, which excludes food and energy, was uo 1.3% year over year. Nothing here to change the odds on the Federal Reserve raising interest rates at its December 13 meeting.”
October 3, 2017 | Daily JAM, GLD, Perfect Five-ETFs, Stock Alerts |
For my third pick for my new Perfect 5 ETF Active Passive Portfolio I looked to fill the Commodities slot in the portfolio with an ETF that would provide a hedge for the portfolio if the market tumbled but that would also produce a positive return if the market didn’t fall but other recent trends continued. The pick that achieves those two goals is the SPDR Gold Shares ETF (GLD)
September 27, 2017 | Daily JAM, Morning Briefing |
The odds of a December 13 interest rate increase, according to prices in the Fed Funds Futures market, have climbed to 81.4% today, September 27. That’s up from 72.5% odds on September 25 and from 37.8% odds back on August 25.
September 25, 2017 | Daily JAM, Morning Briefing, Short Term |
It’s not surprising that the major U.S. stock indexes are down. So far today the North Korean foreign minister has said that President Donald Trump’s threats against his country amount to a declaration of war, and that North Korea has the right to shoot down U.S. warplanes even if they aren’t actually flying in North Korean airspace. Amazing that the Standard & Poor’s 500 stock index was off only 0.38% as of 3 p.m. New York time.
September 22, 2017 | Daily JAM |
Even after the Federal Reserve said it aimed to raise interest rates once more in 2017 and then three times in 2018–and scheduled the drawn down of its balance sheet for an October start, the U.S. dollar has been unable to stage a convincing rally.Â
September 11, 2017 | Daily JAM, GLD, Stock Alerts |
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August 21, 2017 | Daily JAM, Morning Briefing |
A very subdued market so far (at 2 p.m. New York time) today. Maybe it’s the solar eclipse. After all who wants to put on a long position when the sun is about to be eaten by dragons? As of 2 p.m. the Standard & Poor’s 500 stock index was up just 0.06%. But under the placid surface the trends that have characterized the market recently continue to work.
August 9, 2017 | Daily JAM, Morning Briefing, Short Term |
Not surprisingly haven assets such as gold and the Japanese yen are up today. So are volatility measures such as the CBOE S&P 500 Volatility Index (VIX.) Surprisingly, the rush to safety hasn’t been as strong as you might expect after a day when U.S.President Donald Trump threatened North Korea with fire and fury and that country responded by threatening to nuke Guam.
July 3, 2017 | Daily JAM, Morning Briefing |
The Institute for Supply Management’s manufacturing index for June released this morning climbed to 57.8 from 54.9 in May. That was the highest level of the index, where anything above 50 signals expansion, since 2014. Economists surveyed by Briefing.com had projected a slight uptick to 55 for June.Â
June 12, 2017 | Daily JAM, Notes You Need |
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May 22, 2017 | Daily JAM, Notes You Need |
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May 19, 2017 | Daily JAM, Notes You Need |
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