July 19, 2018 | Daily JAM, Notes You Need |
In my daily trawling through the market I come upon lots of tidbits of knowledge that I think are important to investors but that don't justify a full post. I've decided to start compiling these notes here each day in a kind of running mini blog that I'm calling Notes...
July 16, 2018 | Daily JAM, FXY, Perfect Five-ETFs, Stock Alerts |
Following my own recommendation in my Special Report 5 Places to Hide from a Downturn--and Still Make Some Money I'm adding "Invesco CurrencyShares Japanese Yen ETF (FXY) to my Perfect 5 ETF portfolio today. As I wrote in that Special Report, "JPMorgan Chase recently...
July 16, 2018 | Daily JAM, Perfect Five-ETFs, Stock Alerts, VEA |
I'm continuing to revise the holdings in my Perfect 5 ETF Portfolio in order to reduce risk from the effects of a global trade war and yet to still make some money--as I outlined in my Special Report: 5 Places to Hide from a Downturn--and Still Make Some Money. I...
July 14, 2018 | Daily JAM |
... everyone to be focused on second quarter earnings reports that go into overdrive beginning on Monday, July 16, when Netflix (NFLX) is scheduled to report. (Wall Street analysts are looking for the company to report earnings of 79 cents a share for the quarter, up...
July 12, 2018 | Daily JAM, Short Term, Volatility, You Might Have Missed |
U.S. stocks closed up on the fifth day out of the last six on a belief that Chinese rhetoric signaled a withdrawal from an immediate confrontation with the United States over trade. The shift wasn't huge. Chinese officials continued to stress that the government will...
July 11, 2018 | Daily JAM, LNG, Stock Alerts |
Back when President Donald Trump and President Xi Jinping were best buds they announced a deal in principle that would expand Chinese purchases of liquified natural gas from the United States in general and Cheniere Energy (LNG) in particular. I think we can assume...
July 11, 2018 | AAPL, Daily JAM, Mid Term, Morning Briefing, Volatility |
The Trump administration has released a new list of $200 billion in Chinese goods that would be subject to higher tariffs as promised in retaliation for Chinese tariffs in retaliation for earlier U.S. tariffs. The new tariffs won't go into effect until the end of...
July 9, 2018 | Daily JAM, Notes You Need |
In my daily trawling through the market I come upon lots of tidbits of knowledge that I think are important to investors but that don't justify a full post. I've decided to start compiling these notes here each day in a kind of running mini blog that I'm calling Notes...
July 7, 2018 | Daily JAM, Friday Trick or Trend, Short Term, Volatility, You Might Have Missed |
Our regular (or occasional or perhaps occasionally regular) Friday series ( actually running on Saturday this week) Trick or Trend looks at what might (or might not) be emerging investible trends. Exclusively on JAM. This post won't run anywhere else. Ever. On past...
July 6, 2018 | Daily JAM, Morning Briefing |
At 12:01 a.m. last night higher U.S. tariffs went into effect on $34 billion in Chinese goods. China immediately retaliated with higher tariffs on U.S. exports such as autos and soybeans. The Trump administration already has tariffs on another $16 billion in Chinese...
July 5, 2018 | Daily JAM |
Bloomberg has crunched the numbers. And surprise (well at least to the Trump administration, maybe), the biggest loser from the tariffs that the U.S. is imposing on Chinese goods isn't China but developed economies such as If China’s exports were to drop 10 percent,...
July 5, 2018 | Daily JAM |
A slightly larger dash of uncertainty flavored the Federal Reserve's minutes from the June 12 to 13 meeting of the Open Market Committee. But since this is the same uncertainty that's been troubling the market in recent weeks, the minutes didn't have a huge effect on...
