April 29, 2022 | Daily JAM, Friday Trick or Trend, JJA, JO, Volatility |
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.
March 4, 2022 | Daily JAM, Stock Alerts, Volatility |
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...
July 4, 2020 | Daily JAM, Short Term |
... 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...
April 24, 2020 | Daily JAM, Morning Briefing |
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...
April 15, 2020 | Daily JAM, PANW |
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...
February 26, 2020 | Daily JAM, Morning Briefing |
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...
February 6, 2020 | Daily JAM |
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...
September 26, 2019 | Daily JAM, Morning Briefing |
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...
August 7, 2019 | Daily JAM, Morning Briefing, Short Term |
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...
June 23, 2019 | Daily JAM, Friday Trick or Trend |
... 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...
April 13, 2019 | Daily JAM |
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...
November 12, 2018 | Daily JAM, Mid Term |
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...
