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 |
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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...
April 16, 2020 | Daily JAM, Stock Alerts, TSM |
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...
January 26, 2020 | CRUS, Daily JAM, Stock Alerts, Volatility, You Might Have Missed |
I was going to wait until just before Cirrus Logic (CRUS) reported earnings on January 29 before deciding to sell. But with the market trending down on fears of the coronavirus outbreak in China (and increasingly globally), I don't see the upside in waiting. Also on a...
January 22, 2020 | Daily JAM, Morning Briefing, ZNH |
Even as the death toll in China from the new coronavirus continues to rise, global financial markets are reacting like everything is under control. My way to track the market reaction is to follow shares of China Southern Airlines (ZNH), the largest airline in China...
January 13, 2020 | Daily JAM, Morning Briefing |
Today has continued a pattern that emerged last week. With the odds improving that the United States and China will sign a Part 1 trade agreement on Wednesday (or so), the risk on, momentum stocks that led the market in 2019 have reasserted their leadership....