March 17th, 2019, 4:59 PM
Our regular (or occasional or perhaps occasionally regular) Friday series (actually running on Sunday 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. An "interesting" piece by Robin Wigglesworth in the Financial Times this weekend. He reports on continued worry […]
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March 13th, 2019, 1:32 PM
Orders for durable goods rose 0.4% in January, the Census Bureau reported this morning. Economists surveyed by Briefing.com had projected a 0.6% decrease. Ex-transportation new orders, which means excluding volatile aircraft orders (for January remember and therefore this doesn't include the effects of the recent Boeing 737 Max crash), fell 0.1% against projections for a […]
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February 11th, 2019, 4:34 PM
Investors and traders looking to hedge against the risk that U.S. stocks will take a tumble (or worse) are rushing to buy bonds. Let week another $490 million flowed in the iShares 20+ Year Treasury Bond ETF (TLT.) That brought the inflow for 2019 to date as of February 8 to a record $2.3 billion. […]
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January 28th, 2019, 1:38 PM
Over the weekend in my Trick or Trend post I noted that S&P 500 volatility was experiencing a very unusual inversion--where the markets were projecting more risk in the next week than for longer periods like a month or two. And, I posited, that inversion wasn't accurately priced into the Call options on the CBOE […]
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 site. And we'll throw in the first week free! If you change your mind during that first week, just cancel your subscription from your profile page, and you won't be billed anything.
January 27th, 2019, 4:53 PM
Our regular (or occasional or perhaps occasionally regular) Friday series (actually running on Sunday 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. You've probably paid some attention to warnings that an inversion in the Treasury yield curve […]
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 site. And we'll throw in the first week free! If you change your mind during that first week, just cancel your subscription from your profile page, and you won't be billed anything.
