The Great (short-term) China Boom debate
Everybody seems to agree that things are looking up for the Chinese economy. The real disagreement is about how long this improvement might last and whether there's any chance that the upturn might go from improvement to boom. Here's some of the data that points to an...
Copper meeting bullish on projected supply deficit
The big Cesco copper conference in Santiago, Chile, has been remarkably bullish considering worries about global economic growth and the Chinese economy. That's because there looks like a significant gap in the development of new supplies in 2019 and 2020 that could...
After the market close, Boeing CEO announces that company will cut production by ten 737 planes a month.
By mid-April Boeing (BA) will cut production of its 737 plans to 42 a month from the current 52-a month pace. Before the crash of a 737 Max operated by Lion Air and one operated by Ethiopia Airlines, Boeing had planned to increase production of the 737 by 10% by...Making Nektar #8 on my list of 10 most dangerous stocks for earnings season–and #4 on my list of 5 to buy on any plunge
Nektar Therapeutics (NKTR) won't miss Wall Street earnings projections when it reports its first quarter financial results on May 9--because the company won't report any earnings. The consensus projection now has the company reporting a loss of 76 cents a share on...
Volatility Portfolio member Sangamo pops 28.96% today on positive news in two trials.
Two big pieces of positive news popped shares of Sangamo Therapeutics (SGMO) today by 28.96% at the close. First, Sangamo announced interim data from its Hemophilia A program with Pfizer (PFE). The SB-525 gene therapy Phase 1/2 study in eight patients showed...Selling Twilio out of my Volatility Portfolio ahead of earnings; will look to buy again on any plunge
I added Twilio (TWLO) to my Special Report 10 most dangerous stocks for earnings season yesterday. Today, I'm selling it out of my Volatility Portfolio ahead of earnings. I'd look to rebuy, again, on any plunge, which is why I've made it my #3 pick in my Bonus Special...
Adding Twilio, post-earnings, to my Volatility Portfoliot
Back on February 4, I made Twilio (TWLO) the tenth and last pick in my Special Report: 10 Best Buys for the End of the Bear. And said that I would wait to buy the shares until after the company reported earnings on February 12. "For a stock that trades at a price to...
Adding VIX $23 Calls to my Volatility Portfolio today
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...
Trick or Trend: Now there’s a volatility inversion to worry about
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...
Adding Incyte to my Special Report: 10 Best Buys for after the Bear–and to my Volatility Portfolio
The Biotech sector is a prototypical risk on/risk off asset class. Just look at the performance of Incyte if you'd like an example. The stock plunged to a low of $58.58 on December 24as investors and traders shunned risk--risk of a recession, risk of the U.S.-China...
Adding JD.Com to my Special Report: 10 Best Buy Stocks for after the Bear–and to my Volatility Portfolio
JD.Com (JD) is my last purely China pick for this list of 10 Best Buy Stocks for after the Bear. The company has increased its share of the business to consumer eCommerce market to 19.5% in 2014 from 17.2% in 2011, according to iResearch. And grown its share of the...Jim’s Stock Alerts
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