November 3, 2020 | Daily JAM |
As of today, November 3 at 12:30 p.m., I don't know who will win the Presidential election. I don't know if the rally in the stock market today, with the Standard & Poor's 500 up 2.02% at 12:30 p.m. New York time, is a vote for some specific outcome, or (more...
October 16, 2020 | Daily JAM |
Readers of JubakAM.Com in comments to a number of my posts recently have been kicking around the question of whether the huge increase in passive investing strategies has changed volatility in the stock market. Passive investment strategies such as indexing now make...
September 29, 2020 | Daily JAM, KCAC, Mid Term, Special Reports, Volatility |
Yikes. Does this market have enough volatility for you? And I think that volatility will only get worse over the next two to six months, I can't remember a market with so much potential to move up or down in big relatively short-term volatility as this one. Just as...
September 25, 2020 | Daily JAM, Morning Briefing, Volatility, You Might Have Missed |
Today looks like a strong rally but I've got my doubts. At the close the Standard & Poor's 500 was up 1.60%. The Dow Jones Industrial Average was ahead 1.34%. The technology laden NASDAQ Composite was higher by 2.26%. The NASDAQ 100, dominated by the technology...
September 11, 2020 | Daily JAM, Morning Briefing |
Three stocks in the Standard & Poor's 500 were up for every two that were down as the index turned in a day with very little movement--a gain of 0.05% at the close on September 11. The Dow Jones Industrial Average was ahead a bit more at 0.48% That lack of...
September 4, 2020 | Daily JAM, Morning Briefing, Short Term, Volatility, You Might Have Missed |
At noon New York time today the Standard & Poor's 500 was down 1.92% and the Dow Jones Industrial Average was off 1.63%. The NASDAQ Composite was lower by 2.65%. Despite solid gains in the August jobs report this morning that matched Wall Street expectations. But...
August 29, 2020 | Daily JAM |
Our regular (or occasional or perhaps occasionally regular) Friday series (actually running on Saturday 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. Something...
May 1, 2020 | Daily JAM, Morning Briefing, Volatility, You Might Have Missed |
On Wednesday, I felt really stupid. I don't believe in this rally. I still think we're due for the bear to come roaring back. And I think the bottom in this market is still somewhere ahead. But on Wednesday April 29, I felt completely WRONG. The Standard & Poor's...
January 24, 2020 | Daily JAM, Friday Trick or Trend |
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. I'm not going...
January 9, 2020 | Daily JAM, Mid Term |
It's obvious when you think about it why a year with great investing returns--like the 33% total return (with dividends) on the Standard & Poor's 500 in 2019--should lead to a year of stupid investing behavior. A year of great returns exerts powerful pressure...
January 5, 2020 | Daily JAM, Saturday Night Quarterback |
... the dominos to keep falling from the death of Iran's Major General Qasem Soleimani, commander of the Quds Force of the Iranian Revolutionary Guard and mastermind of Iran's military terrorism effort, in a U.S. drone strike. I don't see a quick big retaliatory act...
August 26, 2019 | Daily JAM |
The Chinese decision on Friday of last week to retaliate to earlier U.S. tariffs by slapping a 10% duty on $75 billion in U.S. exports to China certainty ratcheted up the financial market and economic uncertainty. They took the current U.S.-China trade war to a new...
