May 20, 2021 | Daily JAM, Short Term |
At the close today the Standard & Poor’s 500 was up 1.06%; the NASDAQ Composite had gained 1.77%; and the small cap Russell 2000 finished ahead 0.64%. Those gains put a stop to a string of three straight days of declines. But today’s upside move wasn’t enough to reverse what looks like a downward trend in stocks.
February 17, 2020 | Daily JAM |
Yesterday I reported on a rather optimistic view of fourth quarter 2019 earnings that have been reported recently. Here's a much less optimistic take from John Authers at Bloomberg and Andrew Lapthorne of SocGen. With three-quarters of the companies in the S%P 500...
October 2, 2017 | Daily JAM, IVV, Perfect Five-ETFs, Stock Alerts |
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July 19, 2017 | Daily JAM, Morning Briefing, Short Term |
According to Bank of America Merrill Lynch’s most recent survey, money managers are 20% underweight U.S. equities. Managers haven’t been this underweight since January 2008. At that point the Standard & Poor’s 500 was near a peak before crashing in the global financial crisis.The underweighting is a result of valuation. “A net 80% of investors think the United States is the most overvalued region.”
April 24, 2017 | Daily JAM, Notes You Need |
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March 10, 2015 | Daily JAM, Morning Briefing, Short Term, Volatility |
Greece. EuroZone deflation. A slowing economy in China. An uncertain calendar at the Federal Reserve. In February the U.S. market was willing to look past all these and other issues. In March they’ve moved to the top of mind again
October 24, 2012 | Daily JAM, Videos |
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