December 10, 2019 | Daily JAM, PAC, Stock Alerts |
It certainly didn't hurt that House Democrats have agreed to support the revised U.S.-Mexico-Canada trade deal, and to put it to a vote before the end of this session of Congress on December 20. But neither did Grupo Aeroportuario del Pacifico's (PAC) preliminary...
December 10, 2019 | Daily JAM, Mid Term, Morning Briefing |
Washington, D.C. is the home of the surreal these days but the timing of the announcement by Democratic House Speaker Nancy Pelosi still raised eyebrows. Just minutes after the House committees investigating President Donald Trump voted two articles of impeachment,...
June 11, 2019 | Daily JAM, Mid Term, VALE, Volatility, You Might Have Missed |
There are so many currents and counter currents in this market that it makes New York's historically turbulent tidal estuary Spuyten Duyvil look like the turtle pond at 104th Street in Central Park near my house. For example, today, while the general market worried (a...
October 1, 2018 | BSMX, Daily JAM, Stock Alerts, Volatility |
I'm moving Mexico and Banco Santander Mexico (BSMX) up from "buy later"--after more of an emerging market bounce from China and South Africa--to a "buy now" on the basis of the announcement on Monday, October 1, of a new trade agreement between the United States,...
September 29, 2018 | 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 Friday...
February 15, 2017 | Uncategorized |
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September 27, 2016 | CX, Daily JAM, ITUB, Volatility |
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May 20, 2014 | Uncategorized |
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March 7, 2013 | CX, Daily JAM |
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May 3, 2012 | Daily JAM, LFL |
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February 10, 2012 | Daily JAM |
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