December 10, 2021 | Daily JAM, Morning Briefing |
Stocks rose today, December 10, as a huge jump in CPI inflation exactly matched economists’ projections. As they say on the basketball court, “No surprise; no foul.” The Consumer Price Index (CPI) climbed at a 6.8% annual rate in November.
December 1, 2021 | AMAT, ASML, Daily JAM, Short Term |
After yesterday’s selling, we’re getting a bounce today. But, significantly, the bounce in stocks is much less “bouncy” than the Monday bounce from Friday’s plunge.
October 7, 2021 | Daily JAM, Videos |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. My fifty-fifth YouTube video “Trend of the Week: “3 Picks for the Christmas Crunch” went up today.
April 18, 2021 | Daily JAM |
Earnings season will accelerate this week with reports from Coke, Johnson and Johnson, Snap, and Netflix
March 24, 2021 | Daily JAM, Morning Briefing |
What looked like one of the rotation markets we’ve seen recently with selling of technology shares and buying of cyclicals and post-vaccine recovery stocks turned into a market-wide sell off by the close.
March 9, 2021 | Daily JAM, Morning Briefing |
Technology stocks, so pummeled yesterday, roared back today. The NASDAQ Composite gained 3.69% on the day. The NASDSQ 100 with its huge waiting to BIG TECH closed up 4.03%. After yesterday, a day when the recent rotation into value, cyclical, and vaccine recovery stocks resulted in a sell off in technology shares, today, March 9, those shares showed only muted if any gains, and tech stocks saw huge pickups.
February 24, 2021 | Daily JAM, Videos |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. The twelfth YouTube video “5 Picks for the Next Six Months” went up today.
February 17, 2021 | Daily JAM, Mid Term, Special Reports, You Might Have Missed |
2021 is shaping up as an especially challenging year for investors. Much, much more challenging than 2020. I don’t think we can count on this rally running uninterrupted through the year. That would be simple, wouldn’t it? We’d all know how to profit from that scenario. And I don’t think the market is about to drop off a cliff from its current record highs. That would be traumatic. But, still, we do know how to protect a portfolio in that scenario. And even how to profit from a prolonged plunge–if we can bring ourselves to place those short and Put Options bets. Instead 2021 is likely to be one of those years with a Rally Stage and then a correction (or “something”) to be followed by a last quarter of 2021 that is, at this moment, close to completely unpredictable. That would make 2021 one of those years that gives investors a chance to be wrong several times over, to botch timing on the upside and the downside, and to let emotions power some really bad investment moves. I don’t pretend that I’ve got this year’s market stages down perfectly–although I think the outlines for the first two stages for 2021 are pretty clear. I don’t imagine that I’ve got the timing for navigating these stages clocked perfectly–although I do think I understand “generally” when the market is likely to switch gears. And that lets me lay out for you a likely pattern for 2021 and to suggest stocks and ETFs to use to navigate this year. Part of the point in getting as specific as I can at this point isn’t that I expect that I’ve got everything right, but to lay out concrete markers that will let you and me adjust portfolios as the year progresses. I’m dividing this Special Report into three parts.
February 11, 2021 | Daily JAM, Short Term |
Stock market indexes finished slightly higher today, February 11–the Standard & Poor’s 500 was up 0.17% at the close–or slightly lower–the Dow Jones Industrial Average was lower by 0.02%–as investors looked to see whether technology would resume its mantle of market leadership or if the cape of leadership would pass to consumer stocks. The evidence today was inconclusive.
January 21, 2021 | Daily JAM, Videos |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. The seventh YouTube video “5 picks for after the pandemic” went up today. Please watch and subscribe to my YouTube channel. And like my video.
January 4, 2021 | Daily JAM, Dividend Income, KMI, VGSH |
It’s unusual, to say the least, to have a dividend portfolio match the returns on the Standard & Poor’s 500–especially in a year when the S&P 500 was setting an all time high–but that’s what happened in 2020. My Dividend Portfolio showed a price gain of 12.28% for 2020. Add in the 3.43% dividend yield and the total return for the portfolio for the year was 15.71.%Â For the year the S&P 500 returned 16% and the Dow Jones Industrial Average returned 7%.
October 18, 2020 | Daily JAM |
...earnings season to move into full swing. Monday brings earnings reports from IBM (IBM), from PetsMed Express (PETS) in the red-hot pet sector, and Logitech International (LOGI), a key player in the computer peripherals market. Tuesday includes consumer powerhouse...