Special Report: 10 picks for 3 Next Big Things–Part 1, Why Big Data is such a powerful driver of Next Big Things and Part 2, My first 2 AI stock picks
While financial markets worry about the next 75 (or is it 100) basis points in interest rate increases from the Federal Reserve, about the chance that economic growth in China will dip below 6%, about the odds that oil will again top $100 a barrel by the end of the...
Special Report: 10 picks for 3 Next Big Things–Part 1, Why Big Data is such a powerful driver of Next Big Things and Part 2, My first AI stock pick
While financial markets worry about the next 75 (or is it 100) basis points in interest rate increases from the Federal Reserve, about the chance that economic growth in China will dip below 6%, about the odds that oil will again top $100 a barrel by the end of the...
10 stock picks for an emerging markets bounce (Picks #1-#10)
Let's not overthink this, okay? In my post on Friday "Get ready for an emerging markets bounce" I laid out the case for believing that the emerging markets crisis is about to yield to an emerging markets bounce that could last weeks or even run through the end of...
SolarEdge sees earnings soar and stock sink
I'm on vacation until August 26. I'm using the down time to catch up with posts from the very busy second quarter earnings season. SolarEdge Technologies (SEDG) reported second quarter earnings on August 2. Non-GAAP earnings per share rose 49% year over year. Revenue...
Special Report: 10 Best Stocks in 10 Sectors (first 4 picks)
This Special Report is under construction. Sorry the process is taking so long. I badly strained my left hand in a fall last week and it's made typing difficult. But all clear now and I 'm pushing ahead with this as fast as I can to complete the full ten picks. I've...
I’m selling the Invesco KBW Bank Portfolio ETF out of my Perfect 5 ETF Portfolio
As I outlined in my recent special report "Five Places to Hide from a Downturn--and Still Make Some Money" on my JubakAssetManagemnt.com site, I think worry over the added downside potential for stocks created by everything from the tariff war, to higher interest...
Adding Microsoft to my Jubak Picks portfolio–hoping for a July “miss” like that in April
As I wrote in Part 3 of my Special Report "Investing in a Late Cycle Market," I'm adding Microsoft to my Jubak Picks portfolio. The April third quarter earnings "miss" sets Microsoft up for a huge fourth quarter when the company reports on July 19. Plus whenever this...
Special Report on Investing in a Late Cycle Market: Late Cycle Markets are crazy–Part 1, The problem
If you don’t know the characteristics of Late Cycle Markets, you’re trading and investing now with blinders on.
At the least you should know to expect a big pickup in volatility. Trends last less time and big moves shift rapidly from one sector of the financial market to another. Frankly, I don’t think there’s a more important job in front of you as an investor than trying to understand what a Late Cycle Market is and what to do when you find yourself in one. At the least understanding a Late Cycle Market will point you to decisions on how to position your portfolio and how much risk it is reasonable to take on (and when.)
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