• Log In
  • Sign Up
  • Account
  • Help
Jubak Asset Management
  • Home
  • All Posts
  • Special Reports
  • Portfolios
    • Jubak’s Picks
    • Top 50 Stocks
    • Dividend Income
    • Volatility
    • Perfect 5 ETFs
    • Millennial
  • Jim’s Bio
  • About JAM
  • How To…
    • Reset Password
    • Renew Subscription
    • Update Credit Card
    • Contact Us
Select Page
Trick or Trend: Even gold, utilities, and drug stocks aren’t providing much downside protection now

Trick or Trend: Even gold, utilities, and drug stocks aren’t providing much downside protection now

April 29, 2022 | Daily JAM, Friday Trick or Trend, JJA, JO, Volatility | 7 comments

There were very few places to hide in this week’s stock market decline. A number of the old reliable places to hide aren’t providing much protection in the current stock market drop. But I did see two splashes of green today among the sea of red.

Adding more commodities to my Volatility Portfolio

Adding more commodities to my Volatility Portfolio

March 4, 2022 | Daily JAM, Stock Alerts, Volatility | 0 comments

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...
Saturday Night Quarterback says, For the week ahead expect…

Saturday Night Quarterback says, For the week ahead expect…

July 4, 2020 | Daily JAM, Short Term | 11 comments

... a lot of data on commodities. You're excused if commodity prices haven't been on the top of mind lately. There have been a few other things to think about. So maybe you've missed some of the big moves in the sector. Copper, for example, has been up for seven...
Let’s hear it for stability–thank goodness, so far today is dull on the U.S. market

Let’s hear it for stability–thank goodness, so far today is dull on the U.S. market

April 24, 2020 | Daily JAM, Morning Briefing | 2 comments

No big moves. No major disruptions. No threats of meltdowns. Today has been a welcome breather, a bit of stability, for  market that's had more than its share of excitement this week. So far. It's only 1:30 p.m. in New York. And we could see selling or buying before...
5 smart, short-term moves while we wait for longer-term trends to resolve

5 smart, short-term moves while we wait for longer-term trends to resolve

April 15, 2020 | Daily JAM, PANW | 3 comments

Yesterday in my post "What do you do when the market is insane and you're not?" I argued that one of the dangers in a very volatile market with strong--and temporarily profitable--short-term trends is that we'll give in to the pressure to do something--and do...
Today’s attempt at a bounce doesn’t hold–S&P 500 closes down in New York

Today’s attempt at a bounce doesn’t hold–S&P 500 closes down in New York

February 26, 2020 | Daily JAM, Morning Briefing | 7 comments

This morning it looked like U.S. stocks would bounce from the drop of Monday and Tuesday--about 6% on the Standard & Poor's 500. As of 10:51 a.m. New York time the index was up 1.64% to 3182.08. But that has turned out to be the high of the day. By 12:18 p.m. the...
Commodities take another China hit–which gives us something else to watch for a bottom

Commodities take another China hit–which gives us something else to watch for a bottom

February 6, 2020 | Daily JAM | 12 comments

Two Chinese companies have invoked force majeure clauses in their contracts to refuse delivery of cargoes of liquified natural gas and copper. Chinese buyers have also asked Chilean miners to postpone shipments and China's biggest oil refiner Sinopec Group is likely...
Persistent drip, drip, drip of smaller negative stories out of China today

Persistent drip, drip, drip of smaller negative stories out of China today

September 26, 2019 | Daily JAM, Morning Briefing | 0 comments

No big bad news story from China this morning, but the news trend continues to emphasize the downside. For example, this morning a U.S. official said the U.S. is unlikely to extend a waiver allowing American firms to supply China’s Huawei Technologies with technology...
A rally in tech shares disguises return to risk off trading

A rally in tech shares disguises return to risk off trading

August 7, 2019 | Daily JAM, Morning Briefing, Short Term | 0 comments

Shares of Apple (AAPL) climbed 0.21% to lead the Technology Select Sector SPDR ETF (XLK) higher by 0.40% as of 2 p.m. trading in New York. That helped disguise what is otherwise a return to the risk off trading of Monday after Tuesday's rally--although with smaller...
Saturday Night Quarterback says (on a Sunday), For the week ahead expect…

Saturday Night Quarterback says (on a Sunday), For the week ahead expect…

June 23, 2019 | Daily JAM, Friday Trick or Trend | 3 comments

... nervousness. With the Federal Reserve locked in, seemingly, on an interest rate cut in July, and then strongly inclined to cut rates again in September, no one really wants to step out of this market. We're talking major stimulus for the economy and a major boost...
Disrupted Sector #2 in my Special Report 5 Sectors Facing Disruption: Oil

Disrupted Sector #2 in my Special Report 5 Sectors Facing Disruption: Oil

April 13, 2019 | Daily JAM | 4 comments

Each bit of news by itself argues for the disruption of the oil and natural gas sector. Together the two stories add up to a decade that will turn the sector topsy turvy. First, the story you've probably most familiar with since it produced such a big splash in the...
U.S. dollar continues to climb, creating downdraft for emerging markets and oil, and supporting Treasuries

U.S. dollar continues to climb, creating downdraft for emerging markets and oil, and supporting Treasuries

November 12, 2018 | Daily JAM, Mid Term | 3 comments

The U.S. Dollar Spot Index (DXY) is up again today, climbing 0.66% to 97.053. Since the index that tracks the dollar against six other major trading currencies bottomed for 2018 back on February 15, the dollar has gained 8.72%. The bulk of those gains are even more...
« Older Entries

Jim’s Stock Alerts

statusMIDD
The Middleby Corporation

statusWMT
Walmart Inc.

statusLULU
Lululemon

statusJJA
iPath Bloomberg Agriculture ETN

statusAA
Alcoa Corporation

statusDJP
iPath Bloomberg Commodity Index Total Return ETN

statusS
SentinelOne, Inc.

statusXLE
Energy Select Sector SPDR Fund

View by Category

View by Month

Dip-O-Meter

Short Term

  • Will today’s huge bounce continue into next week? Here’s my take and recommendations for Monday action

Mid Term

  • Please watch my new YouTube video: Netflix, Inflation, and Demand Destruction”

Long Term

  • Today it looks more like a bear market rally

View by Tags

50 stocks portfolio AAPL AMZN Apple bank stocks Brazil China China economy China stocks commodities coronavirus currencies Dividend portfolio dollar drug stocks earnings earnings season emerging markets euro euro debt crisis European Central Bank Federal Reserve gold Greek debt crisis inflation interest rates jobs Jubak Picks portfolio MSFT oil oil prices oil stocks OPEC options rally tariffs technology stocks Treasuries U.S.-China trade war U.S. economy unemployment VIX volatility Volatility Portfolio yen

Top Commenters

Opinions Matter!

  • JEM (7977)
  • kelvinator (5623)
  • dutch1 (5473)
  • georic (1251)
  • taxman (1001)
  • johnktim (846)
  • twoyrfixed (730)
  • lennie (714)
  • southof8 (553)
  • jemstar (488)
  • Run26.2 (247)
  • dan1to (212)
  • Colin Farrar (208)
  • mark (184)
  • Thomas (181)
  • Daniel Barber (180)
  • Eric Jackson (178)
  • kzkxrc (170)
  • Paul Douglas (161)
  • jkumble (139)
Home     All Posts     Special Reports     Portfolios     Videos     Jim's Bio     About JAM    
Instructions     Rules     Subscribe     Privacy     Terms of Use     Help     Contact Us
  • Facebook
  • Twitter
  • Instagram
Copyright 2010-2021 ~ JubakAM.com | Web Development ~ SilverMarc.com