June 9, 2026 | Daily JAM |
I think higher interest rates are more if a When? than an If? My advice is to cut the bond exposure in your portfolio–especially at the long end. Money market funds that emphasize very short-term Treasury paper are a good alternative–they are essentially cash substitutes. And I wouldn’t limit my selling to just U.S. issues. Tomorrow I’m selling my position in the iSHARES International Treasury Bond ETF (IGOV) out of my Jubak Picks Portfolio. The position is up 1.75%–plus interest payments–since I added it to the portfolio on May 12, 2025. The ETF is down 1.39% for 2026 to date as of June 8.
May 6, 2026 | Daily JAM, Jubak Picks, PAAS |
Pan American Silver (PAAS) reported earnings and revenue on Tuesday that met my goals for a silver miner in this market. My premise is that the silver stock to buy is one that combines expanding production with declining production costs. Which is exactly what Pan American Silver reported.
April 28, 2026 | Daily JAM, PAAS |
If you want to add more silver exposure or want to get more aggressive with silver in your portfolio I suggest adding the shares of silver mining companies that are forecasting big increases in silver production in 2026 and beyond.
My picks here are Endeavour Silver (EXK), which in 2026 will see the first full-year contribution from its Terronera mine and the newly added Kolpa mine, and Pan American Silver (PAAS) because of its La Colorada Skarn expansion. I’d start with Pan American Silver because it has an extraordinarily low All-in Sustaining Cost of $15.00 to $16.25 per ounce.
Silver futures closed at $75.560 an ounce on April 24. I added Pan American Silver to my Jubak Picks Portfolio (on my free JubakPicks.com and my subscription JubakAM.com sites) on June 2, 2025. That position was up 114% since then through April 24, 2026.
I will be adding shares of Endeavour Silver (EXK) to that same portfolio on those two sites Monday, April 27.
April 20, 2026 | Daily JAM, GLD, Jubak Picks |
I don’t know how long the weakness in gold might last–gold is down 8.4% from the start of the Iran war on February 28 through the close on April 20. Or how big any further decline from here might be-—my crystal ball is not doing a bang-up job of predicting the twists, turns, ultimatums, and reversals in this crisis. But I would once again use the short-term selling as an opportunity to build long-term gold positions. On the assumption that you’ve got a basic gold position in place, I’m going to look beyond ETFs that hold physical gold and silver to suggest two gold mining stocks that have significant leverage to the price of gold.
March 20, 2026 | Daily JAM, Jubak Picks, LNG, Stock Alerts, Top 50 Stocks, Volatility |
I already own shares of Cheniere Energy (LNG) in my Jubak Picks Portfolio and my Volatility Portfolio. I will add another position in my 50 Stocks Portfolio on on Monday, March 23.
March 5, 2026 | COST, Daily JAM, Jubak Picks, WMT |
Today I’m adding Costco Wholesale (COST) to my Jubak Picks Portfolio.
I’m looking for stocks of companies that might actually benefit from the effects of the war with Iran on the U.S. economy. There aren’t many candidates. Costco is one. (Walmart is another but it’s already in the Jubak Picks Portfolio where it’s up 27% since my pick on August 25.)
January 20, 2026 | AAPL, AMD, Daily JAM, GOOG, Jubak Picks, MSFT, Short Term, Top 50 Stocks |
Prices for memory chips are forecast to soar in 2026. but what just as bad/even worse it looks like chip customers are looking at serious supply shortages during the year.
Higher prices and supply shortages could be enough to put earnings at risk at some high multiple cloud and AI companies.
January 15, 2026 | Daily JAM, Dividend Income, EQNR, Jubak Picks, Volatility |
I already own Equinor in my Dividend and Jubak Picks portfolios. Today, January 16, I’m adding the shares to both my Volatility Portfolio.
December 8, 2025 | Daily JAM, Jubak Picks, LYSDY, Top 50 Stocks, Volatility |
If the United States (and other technology economies such as Japan and Europe) are serious about reducing China’s dominance in the crucial minerals called rare earths (and I believe they are), then you need to realize as an investor that in the next five years all roads to that goal lead through Lynas Rare Earths (LYSDY) and MP Materials (MP). Both stocks are up hugely in 2025, but I think you need to own them. Buy half a position now and add on any dip, or dollar cost average over the next 12 months (with a bigger monthly buy on any dip) but own them. I have owned Lynas in my Jubak Picks Portfolio since October 18, 2022. The position is up 88% in that period as of the close on December 8. The ADR is up 78% in 2025 to date. On a dip I will add it to the long-term 50 Stocks Portfolio. MP Materials is up 298% in 2025 through December 8. Tomorrow, December 9, I will add MP Materials to my Volatility Portfolio. On a dip I will add it to the Jubak Picks Portfolio.
November 20, 2025 | Daily JAM, Jubak Picks, WMT |
While Nvidia (NVDA) gave back some of its post-earnings pop from yesterday–falling 3.15% in trading today, November 20–Walmart delivered its own blowout report today and held its post-earnings report gains with shares closing up 6.46% at the close.What was there NOT to like.
November 2, 2025 | AMZN, Daily JAM, GOOG, Jubak Picks, Mid Term, MSFT, Short Term, Top 50 Stocks |
No slowdown on plans for AI capital spending in earnings results this past week from Big Tech. Alphabet/Google (GOOG) said it was increasing what it planned to spend on A.I. data center projects this year by $6 billion, after spending nearly $64 billion over the past nine months. Microsoft (MSFT) said it had spent $35 billion in its latest quarter, $5 billion more than it had told investors to expect just a few months ago.
Amazon (AMZN) said it would be “very aggressive” in adding more data centers and would spend $125 billion this year-— and even more next year. Meta Platforms (META) raised its spending forecast to at least $70 billion by the end of the year, which would be nearly double what it spent last year. The stock market reaction wasn’t unalloyed joy. Investors seemed generally positive on spending plans from Alphabet, Microsoft, and Amazon. And skeptical of Meta’s strategy and spending.
October 21, 2025 | CCJ, Daily JAM, Jubak Picks, Top 50 Stocks |
Third, the intense competition to lock up sources of decently priced and reliable electricity: Pick #6: Cameco
