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The return on my Jubak Picks Portfolio
from May 1997 through the end of 2014: 445%
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Jubak Picks Portfolio

Top Stocks for a 12-18 Month Horizon

Jubak Picks Performance 1997-2014:
445%

Jubak Top 50 Portfolio

The 50 Best Stocks in the World

Jubak Top 50 Performance for 2016:
21.5%

Dividend Income Portfolio

Stocks that Pay You

Dividend Income Performance for 2016:
26.8%

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Could Thanksgiving be the pause that refreshes this rally? Despite any clouds on the horizon?

Could Thanksgiving be the pause that refreshes this rally? Despite any clouds on the horizon?

The Standard & Poor’s 500 briefly inched above 2,600 today before ending at 2599.03, up 0.65% on the day and the highest close on record. Traders and investors will have much of the rest of this week off–time they can spend contemplating where they should put their money when they return on Monday, November 27. It’s hard for me to see them concluding to do anything except chase stocks and indexes higher through the end of the year.

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Pick the biggest stock market turkey for the next 3 months and win $1,000 bucks from me

Pick the biggest stock market turkey for the next 3 months and win $1,000 bucks from me

Pick the biggest stock market turkey. Win $1000. By and large, 2017 has been a great year for stocks. Amazon (AMZN), for example, is up 50.68% for 2017 as of the close on November 17. Casting our nets wider, the Standard & Poor’s 500 stock index is ahead 14.22%But that doesn’t mean every stock has gone up this year. Bed Bath & Beyond (BBBY), to mention just one retailer, is down 49.01% in 2017. We’re entering the strong end of year season for stocks. From 1928 to 2017 U.S.stocks have climbed 72% of the time in December, the best performance during any single month. But there are signs of risk at the edges of the market. Investors have been rotating out of wobbling sectors and into sectors with a little momentum at the drop of a crystal ball. So put on your wizard’s hat and pick the biggest turkey for the three months beginning on December 1 and ending on March 1. Pick the biggest stock market turkey and Jubak Picks/Juggling with Knives/Jubak Asset Management–in other words, me–will award you $1,000 in cash

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First sign of dissent from the consensus view of “Two and done” for interest rates in 2018?

First sign of dissent from the consensus view of “Two and done” for interest rates in 2018?

Goldman Sachs released its seven top trade themes for 2018 yesterday, November 17. Investors and traders always receive Goldman’s trading ideas with a high degree of skepticism, knowing that the bank’s traders are perfectly comfortable trading against the expectations that these themes generate. And there’s also the belief that what Goldman is really interested in is not tradable themes but volatility.But still, I think yesterday’s release is an important market event–because Goldman is now the first big voice willing to break with the current market consensus that the Federal Reserve will raise interest rates just twice in 2018.

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Was today the end of the market wobble?

Was today the end of the market wobble?

Today the Standard & Poor’s 500 stock index added 0.8%, the Nasdaq Composite climbed to a new all time high and the Russell 2000 small cap index rose 1.6%.The action put an end to what I’d call a “market wobble” that had seen the S&P 500 fall in four of the last five trading sessions. Volatility had been rising during that period with the implied volatility in the S&P 500 futures market climbed to plus/minus 30 points for this week from just plus/minus 20 points last week. But the very solid move today says that “Buy on the Dip” remains in force.

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Cheniere Energy reports third quarter earnings below consensus but revenues show a strong beat–I’m raising my target price to $62

Cheniere Energy reports third quarter earnings below consensus but revenues show a strong beat–I’m raising my target price to $62

Yesterday Cheniere Energy (LNG) reported a loss for the third quarter of $1.24 a share, 74 cents a share worse that the Wall Street consensus. Revenue climbed 202% hear over year to $1.4 billion against Wall Street projections of $1.27 billion. The company also issued guidance for 2017 and 2018.

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