February 8, 2019 | Daily JAM |
Today, a day when the U.S. financial markets seem to be in a mood to worry about China, is a good time to look at the likeliest outcomes of the U.S.-China trade talks and the likely market reaction to those outcomes. The clock is ticking on the Trump administration's...
February 7, 2019 | Daily JAM, Short Term |
President Donald Trump has made it clear--repeatedly--that there won't be an agreement to end the U.S.-China trade war until he has met with China's President Xi Jinping. And that's got the market worried. Because the Trump administration's deadline for raising...
February 7, 2019 | Daily JAM, Morning Briefing, Short Term, Volatility |
So far this is a normal pause. Stocks frequently pause, pull back, move up again, pull back again when they confront a major resistance level. So it's not surprising that the Standard & Poor's 500 took a breather today after the index closed at 2731 yesterday...
February 1, 2019 | Daily JAM |
Our regular (or occasional or perhaps occasionally regular) Friday series (actually running on Friday 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. The good news...
January 28, 2019 | Daily JAM, Morning Briefing, Short Term, You Might Have Missed |
The U.S. Department of Justice filed criminal charges Monday against Huawei Technologies, China's biggest technology company. The charges include an allegation that the company stole trade secrets from TMobile and that Huawei committed bank fraud by violating...
January 23, 2019 | Daily JAM, Morning Briefing, Short Term |
And, as of 12:30 p.m. New York time, negative trade sentiment was winning. The day started off with positive earnings reports--earnings beats and positive guidance--from IBM (IBM), Procter & Gamble (PG), and United Technologies (UTX). In premarket trading the...
January 22, 2019 | Daily JAM, Morning Briefing |
Remember last week? Markets were running over with optimism that growth in the U.S. and global economies continue strong in 2019, that the U.S.-China trade war was headed to a resolution, that earnings growth in reports for the fourth quarter would be above...
January 21, 2019 | Daily JAM, Short Term |
On Friday, Bloomberg reported that China has offered to buy more than $1 trillion in additional U.S.goods over six years in an effort to end the U.S.-China trade war. That would shrink the current $323 billion Chinese trade surplus with the United States to $0 by...
January 20, 2019 | Daily JAM, FQVLF, Stock Alerts, Volatility |
Tuesday January 22, I will be adding First Quantum Minerals (FQVLF) to both my Special Report: 10 Bust Buy Stocks for after the bear--and to my Jubak Picks Portfolio. The shares are already a member of my Volatility Portfolio. Although this Canadian copper miner...
January 7, 2019 | Daily JAM, Short Term, Volatility |
U.S. stocks moved toward a key test on Monday with the Standard & Poor's 500 approaching the 2550 to 2600 level that signals the top of the recent volatility range and likely technical resistance. If the index breaks above this level, the market could run higher...
January 5, 2019 | Uncategorized |
... the market to move with the slightest news from the talks between U.S. and Chinese trade negotiators set to run Monday and Tuesday this week in Beijing. These are working level talks, led on the U.S. side by Deputy Trade Representative Jeffrey Gerrish. But they're...
December 31, 2018 | Daily JAM, Morning Briefing |
On Saturday President Donald Trump reported “big progress” in trade talks with his Chinese counterpart Xi Jinping after a long phone call on Saturday. The President added that negotiations were “moving along very well” toward a comprehensive deal. The statement from...