August 15, 2020 | Daily JAM, Dividend Income, GOLD, Jubak Picks, Top 50 Stocks |
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.Granted it's...
August 5, 2020 | Daily JAM, Notes You Need |
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...
August 5, 2020 | AG, Daily JAM, GDX, GLD, GOLD, Jubak Picks |
We've been here before. With gold and silver we're at that stage in a huge rally where Wall Street analysts rush to increase their target prices in order to keep ahead of the market and where the number of posts urging investors to get in now--And here's...
August 3, 2020 | Daily JAM, GLD, GOLD |
Spot gold hit an all-time high today to close at $1991.40 an ounce. In July gold rose 11%, the most since 2012. And now even investors and traders who never own gold are looking at the metal and say, "Should I buy? Will it rally some more?" In my opinion it's late to...
May 21, 2020 | Daily JAM |
I can think of two reasons to buy shares of Barrick Gold (GOLD) now. Either one alone would be enough to justify a "buy." First, sentiment is shifting among investors toward the idea of buying gold as protraction against currency depreciation. The U.S. government is...
April 27, 2020 | Daily JAM, Morning Briefing |
Today is all about optimism--forget plunging oil prices, uncertain earnings, or a first quarter drop in GDP-- for an upturn in the economy as more states--Colorado is newest to climb on board--re-open parts of their economies. Today, at least, no one is worried,...
April 24, 2020 | Daily JAM, Morning Briefing |
No big moves. No major disruptions. No threats of meltdowns. Today has been a welcome breather, a bit of stability, for  market that's had more than its share of excitement this week. So far. It's only 1:30 p.m. in New York. And we could see selling or buying before...
April 15, 2020 | Daily JAM, PANW |
Yesterday in my post "What do you do when the market is insane and you're not?" I argued that one of the dangers in a very volatile market with strong--and temporarily profitable--short-term trends is that we'll give in to the pressure to do something--and do...
April 6, 2020 | Daily JAM, Morning Briefing |
A rally in European stocks that took the  STOXX 600 index up 3% in morning trading has extended to New York. At noon New York Time today, the Standard & Poor's 500 was up 5.65% and the Dow Jones Industrial Average was ahead 5.66%. The NASDAQ Composite had gained...
April 5, 2020 | Daily JAM |
Bear Markets are extreme events. Which means they do weird things to asset correlations. And if you think that's too much inside baseball (you remember baseball, right) for you, think about how in a bear market you're counting on finding safety from a general market...
April 1, 2020 | Daily JAM, Morning Briefing |
Not much mystery to today's selling. Investors and traders were trimming positions--or more--ahead of tomorrow's report on initial claims for unemployment. Last week brought a record 3.28 million new claims for unemployment as the coronavirus and "shelter in place"...
March 25, 2020 | Daily JAM |
The South African government has ordered a three-week lockdown in order to slow the spread of the coronavirus that will shut down the country's gold, platinum, and paladium mines. Sibanye Stillwater (SBSW) the world's largest primary producer of platinum, and Anglo...
