October 29, 2020 | Daily JAM, RWM, Volatility |
Intended as insurance against a big market drop, my Puts on American Airlines (AAL) and Vale (VALE) have moved into the black in the last two days. My Puts on MGM Resorts International (MGM) could follow--the stock dropped 5.55% in after-hours trading yesterday on a...
May 7, 2020 | Daily JAM, Long Term |
The financial market consensus on inflation is pretty obvious: For 2020 and 2021, the U.S. economy will see modest inflation, maybe 1.5% to 1.75%. That would be significantly below the Federal Reserve's inflation goal of 2% or so. And that gap would keep the Fed...
July 20, 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. On...
February 11, 2019 | Daily JAM, Short Term |
Investors and traders looking to hedge against the risk that U.S. stocks will take a tumble (or worse) are rushing to buy bonds. Let week another $490 million flowed in the iShares 20+ Year Treasury Bond ETF (TLT.) That brought the inflow for 2019 to date as of...
February 8, 2017 | Uncategorized |
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October 6, 2014 | Daily JAM |
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...