November 11, 2020 | Daily JAM, Morning Briefing |
Yesterday, technology stocks that took it in the neck on Tuesday bounced back strongly. The Standard... 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...
November 9, 2020 | Daily JAM, Morning Briefing, Short Term |
Pfizer (PFE) announced today that preliminary data show that the coronavirus vaccine that i... 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...
October 1, 2020 | Daily JAM, Short Term |
The economic news today was at best "not terrible." Initial claims for unemployment for the week showed a job market recovery that has stalled. Treasury Secretary Steve Mnuchin and House Speaker Nancy Pelosi adjourned their talks for another day without bridging the...
September 25, 2020 | Daily JAM, Morning Briefing, Volatility, You Might Have Missed |
Today looks like a strong rally but I've got my doubts. At the close the Standard & Poor's 500 was up 1.60%. The Dow Jones Industrial Average was ahead 1.34%. The technology laden NASDAQ Composite was higher by 2.26%. The NASDAQ 100, dominated by the technology...
September 24, 2020 | Daily JAM, Short Term, Volatility, You Might Have Missed |
Stocks moved up modestly this morning (modest considering the damage down in the last few days) with the Standard & Poor's 500 up 0.99% at 1 p.m. New York time, the Dow Jones Industrial Average ahead 0.94%, and the NASDAQ Composite gaining 1.16%. The move seems to...
September 18, 2020 | Daily JAM |
Technology stocks, especially big technology stocks, led the markets lower today with the NASDAQ 100 down 1.30%. But no sector stepped forward to say "Give me the cash." The consumer discretionary and consumer staples Select Sector SPDRS, XLY and XLP respectively,...
September 9, 2020 | Daily JAM, Short Term |
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...
August 20, 2020 | Daily JAM, Morning Briefing |
New claims for unemployment at regular state-run programs rose by 135,000 in the week ended August 15 to 1.1 million. Initial claims for unemployment were 970,000 in the prior week. Economists had expected that initial claims would drop to 920,000 this week. Wall...
August 12, 2020 | Daily JAM, Morning Briefing |
Today, August 12, the rotation out of tech winners and into beaten-up consumer and industrial stocks is over. As of the close today. the Standard & Poor's 500 was up 1.40% but the NASDAQ Composite was ahead 2.13%. The Dow Jones Industrial Average was higher by...
July 25, 2020 | Daily JAM, Friday Trick or Trend |
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. Yesterday,...
July 23, 2020 | Daily JAM, Jubak Picks, MSFT |
Shares of Microsoft (MSFT) were down 4.35%at the close today in spite of the company's strong beat of Wall Street projections for the company's fiscal fourth quarter that ended on June 30. The company reported earnings of $1.46 a share, versus Wall Street projections...
June 22, 2020 | Daily JAM |
ASML is my third pick for my Special Report: 10 Stocks to Beat Amazon. What's the market value of an effective monopoly on a cutting edge technology in demand by all the world's biggest chip-makers? Morningstar calls shares of ASML (ASML) almost 50% over valued at the...
