Part 2 of my Special Report Three Energy Crises–What’s the “When Things Get Really Nasty” crisis

Part 2 of my Special Report Three Energy Crises–What’s the “When Things Get Really Nasty” crisis

October 7, 2025 | Daily JAM, Mid Term, Morning Briefing | 11 comments

This is Part 2 of my Special Report 3 Energy Crises. I’ve also attached into the end of Part 1 that I posted earlier

Crisis #2–When Things Get Really Nasty
To understand the second of my three energy crises, think about where the NOW! stage has left us: electricity demand is surging with growth rates nobody expected; electricity prices are climbing with stunning rapidity; because no one saw this coming, the United States faces a potential gap between supply and demand created by the length of time it takes to built a power plant of any sort. Of course, I can fantasize that industry and consumers and government regulators and political leaders are going to have civilized productive discussions that will result in long-term plans that will solve these problems in the most expeditious manner possible while distributing the pain fairly among competing consumers of electricity.
Do I think this situation will actually play out that way? Nope. No way. Not a chance. Instead what I see happening is a period of bitter confli

Special Report: What to do with the Magnificent 7 stocks Now? Part 1

Special Report: 10 stock picks for the 3 hottest sectors in 2025–and when to buy them: Part 1 AI

January 23, 2025 | AMZN, AVGO, CRM, Daily JAM, GOOG, MRVL, NVDA, Special Reports, TSM | 5 comments

In 2025 you will want your portfolio fully weighted toward AI, ENERGY, and WEIGHT-LOSS DRUG stocks.
Not just any stock in those sectors, of course. All three sectors will be full of surprises and they won’t play out the way the conventional wisdom now believes. Some stocks in these sectors will do just okay as a rising tide lifts all boats. But some stocks will be GREAT. These winners could be the foundation for another great year for your portfolio. In fact, I expect that 2025 will be a tough year for an investor to make money even if stocks do finish higher. That’s because the year will be filled with more than the usual twists and turns designed make you sell on fear just when you should be holding on or even buying more. And don’t think that the year won’t include more than one of those moments rallies designed to suck you in at the top because–well, because you fear missing out. Yes, FOMO, fear of missing out will be alive and well in 2025. To do well in 2025, you’ll have to not only pick the hot trends, but also understand when that trend is about to zig zag and which stocks you’ll want to ride through all the noise and chaos. Giving you what you need for profits in 2025vis what this Special Report: 10 stock picks for the hottest sectors of 2025 is all about.And there’s no better sector to demonstrate the challenges of 2025 than Artificial Intelligence, the first of my hottest sectors for 2025. (The next two hot trends, energy and weight-loss drugs will follow in the next few days.)

Now posted: The full complete all-100-days version of my Special Report: Buys and sells–and other money moves for Trump’s first 100 days.

Special Report: Buys and sells–and other money moves for Trump’s first 100 days. The complete 100 Days

December 15, 2024 | AAPL, Daily JAM, MCD, Special Reports | 16 comments

What you need as an investor and what your portfolio needs is a road map to the likely events of the beginning of this new administration. And a take on what those events are likely to mean for the financial markets–and the prices of stocks and bonds. And recommendations on what moves to make to respond to the events of the first 100 days of a Trump Administration. Which is what this Special Report is all about. Here /i’ll give you an investor’s calendar to the first 100 days of Trump; a run-down of the likely effects on the financial markets of the events in the first 100 days; and recommendations for moves that you should make with your portfolio.

I just added this to my Special Report: “3 Strategies and 10 Picks for Juicy Returns in a Yield Drought”:Why the 3-month Treasury bill is a great investment now

I just added this to my Special Report: “3 Strategies and 10 Picks for Juicy Returns in a Yield Drought”:Why the 3-month Treasury bill is a great investment now

November 22, 2024 | Daily JAM, Morning Briefing | 3 comments

Let’s start with the 4.54% yield. And then note that, if you hold a bill to maturity, it is essentially risk free. Compare that combination to gold which has a comparable degree of risk but pays a yield of 0%. Or to a 3-month CD where the average U.S. yield is 1.52% or to a 6-month CD where the average U.S. yield is 1.68%.