August 23rd, 2019, 1:54 PM
Xi Jinping and Donald Trump upstaged Federal Reserve chair Jerome Powell this morning. Powell's Jackson Hole speech this morning was supposed to be the day's big market event. (More on this speech in a later post.) But this morning China announced that it would retaliate to the last round of additional 10% tariffs on $300 […]
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.
August 20th, 2019, 1:59 PM
It didn't take much to end the optimism of the past few days and turn the market at least mildly pessimistic today. U.S. Secretary of State Mike Pompeo told CNBC this morning that Huawei Technologies isn't the only Chinese company that poses security risks to the United States. Well, duh! Not so far back the […]
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.
August 9th, 2019, 11:29 PM
This post should be song to the tune of "A Fine Romance." (It helps if you can dance like Fred Astaire. Or sing like Ella.) "A fine romance, with no kisses A fine romance, my friend, this is We should be like a couple of hot tomatoes But you're as cold as yesterday's mashed potatoes […]
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.
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 […]
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.
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 […]
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.
