October 23, 2022 | AAPL, AMZN, CAT, Daily JAM, EQNR, GOOG, Morning Briefing, MSFT, PXD |
Earnings. Earnings. And more earnings. From the big bellwether technology stocks: Apple, Amazon, Microsoft, Meta Platforms, and Alphabet. Wall Street has already slashed earnings forecast for these stocks so there’s a good chance these companies will report earnings that surpass expectations even if only by a few pennies. By and large, though, these reports will show either an absolute drop from the September quarter of 2021 or, at best, a slowing of revenue and earnings growth. Key to the market’s reaction will be what these companies say about expectations for the next quarter or two. Will they emphasize what are already clear slowdowns in PC and smartphone sales? Will they speak to the elephant in the room–the U.S/China trade war? Will they say that a strong dollar plus inflation is cutting into sales outside the United States and U.S. sales to domestic customers who are showing signs of “price fatigue”?
March 15, 2022 | Daily JAM, Jubak Picks, Morning Briefing |
Oil prices collapsed. And airlines reported better than expected pick up in traffic. So airline stocks soared with the most stressed operators showing the biggest gains in their shares. Delta Air Lines (DAL) closed up 8.70% on the day. United Airlines (ULA) picked up 9.19%. And American Airlines (AAL) gained 9.26%.
October 3, 2021 | Daily JAM, MRK |
Stocks zoomed on Friday on news that Merck (MRK) had developed and successfully trialed a pill that ... 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...
August 13, 2020 | Daily JAM, Volatility |
So far the stock market, in general, doesn't seem to be too worried that the talks over the next coronavirus stimulus/rescue package have collapsed--probably, it now looks, until September. Today, August 13, the Standard & Poor's 500 was down just 0.20% at the...
March 16, 2020 | Daily JAM |
According to acting Department of Homeland Security secretary Chad Wolf, the Trump administration is considering"all options" to curb the coronavirus outbreak in the U.S., including an outright halt to domestic air travel. Meanwhile some airline analysts are talking...
March 10, 2017 | 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...
May 13, 2015 | Daily JAM |
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July 23, 2012 | Daily JAM, Mid Term |
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...