April 6, 2020 | Daily JAM, Stock Alerts, VMC |
Last week House Speaker Nancy Pelosi threw in the towel on any near-term chance for a big infrastructure spending package. The horrific jobs numbers had convinced her, she said, that sending more aid to unemployed workers and small businesses took a higher priority....
June 20, 2019 | Daily JAM, Stock Alerts, VMC |
In the next 20 years spending on seawalls to protect communities could cost as much as the initial investment in the interstate highway system. Total spending to defend against rising ocean levels could run to $416 billion in the next 20 years, according to a report...
May 22, 2019 | Daily JAM, Morning Briefing, Short Term |
President Donald Trump stormed out of a meeting with Democratic House Speaker Nancy Pelosi and Democratic Senate Minority Leader Chuck Schumer saying that he would not work with them on an infrastructure package (or other bipartisan legislation including an effort to...
May 2, 2019 | Daily JAM, Stock Alerts, VMC |
Before the New York market opened this morning Vulcan Materials (VMC) announced earnings of 46 cents a share, excluding one time items. That was a full 9 cents a share above Wall Street expectations. Revenue of $996.5 million was up 16.6% year over year and beat Wall...
February 25, 2019 | Daily JAM, Stock Alerts, VMC |
If politicians are to be believed Vulcan Materials (VMC) would be my perfect earnings recession stock. Revenue and earnings look on a steady uphill trend in 209, after carving out that track in 2018. The company's business is almost totally domestic. And there's even...
February 20, 2019 | Daily JAM, Special Reports |
The U.S. stock market is worried about an economy recession--two consecutive quarters of negative GDP growth--and an earnings recession--two consecutive quarters of negative growth for the stocks in the Standard & Poor's 500. Neither is certain. But of the two an...
December 14, 2018 | Daily JAM, Special Reports |
$23 trillion. It's a big enough number to get my attention. On Monday, December 10, 415 investment managers, pension funds, and insurers, told the ministers gathered for the United Nations climate summit in Katowice, Poland, that the world faces a financial crash...
December 14, 2018 | Daily JAM, Stock Alerts, VMC |
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 2, 2017 | Daily JAM, Notes You Need |
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...
April 4, 2017 | Daily JAM, Stock Alerts |
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...
December 5, 2016 | Daily JAM, Stock Alerts, VMC |
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...