What do you do when the market is insane and you’re not?
In the short run rationality is not an especially adaptive trait for an investor. Remember that. Take today’s market for example. JPMorgan Chase (JPM) and Wells Fargo (WFC) delivered very sobering news on how the coronavirus and the coronavirus shutdown of big...
The coronavirus rescue bill leverages the Fed by $4 trillion to head off a credit crisis–you think it might be serious? Look at the credit card market
On top of the $2.2 billion that the Coronavirus rescue bill now in front of the House of Representatives allocated to checks to individuals, loans and grants to companies, extra unemployment insurance and more, the bill also gave the Treasury the go ahead to backstop...
The U.S. hospital system burns while Washington fiddles
The math is very clear and extremely disturbing. The numbers certainly argue that the coronavirus has the ability to crash the U.S. healthcare system–which would leave hospitals and other healthcare facilities conducting triage among patients with serious cases...
Want a poster child for the disaster in the oil patch? Try Occidental Petroleum
Searching for a case study of why the Saudi Arabia-Russia price war is freaking out Wall Street and the financial markets? Look no further than Occidental Petroleum (OXY). Yesterday the company cut its dividend for the first time in 30 years. And not just by a nickel...
Take Wall Street traders complaints of a lack of liquidity today very, very seriously
Money managers are saying that it’s increasingly difficult to trade due to a lack of liquidity caused by huge swings in asset prices. “I have yet to find liquidity,” Richard Hodges, a money manager at Nomura Asset Management, told Bloomberg. “There is none.”...
Here’s what we know about the date of the next coronavirus spike in U.S.–and the next market panic
So far the United States has tested only about 500 people for the coronavirus. That’s why the number of confirmed cases is so low. But U.S. testing capacity is rising quickly. Which is why the number of confirmed cases is climbing. And why it is about to spike....
Jim’s Extra!! Next big date in the coronavirus selloff? March 18
Jim’s Extras are something new that I’ve added to JubakPicks.com. Jim’s Extras are posts that provide a wider economic or market analysts than the normal diet here of stock specific posts or posts that cover the day’s market moves. Like...
Buy Apple? Buy Carnival? Not yet–my 15 buy on the dip stocks
Company 2/24 Benchmark Benchmark Gain/loss price date price Apple AAPL 298.18 2/12/20 327.2 -8.9% Carnival CCL 37.76 1/17/20 51.9 -27.2% Cheniere LNG 51.91 1/17/20 66 -21.3% China South ZNH 27.75 1/13/20 35.46 -21.7% Cirrus Log CRUS 74.35 1/23/20 86.04 -13.6% 1st...
Jim’s Extra!! China after the coronavirus: President Xi will be under intense pressure to stimulate the economy–will that mean a wave of stimulus?
Jim’s Extras are something new that I’ve added to JubakPicks.com. Jim’s Extras are posts that provide a wider economic or market analysts than the normal diet here of stock specific posts or posts that cover the day’s market moves. Like...
Should you follow Wall Street’s advice de l’annee for 2020 into emerging market stocks?
Jim’s Extras are something new that I’ve added to JubakPicks.com. Jim’s Extras are posts that provide a wider economic or market analysts than the normal diet here of stock specific posts or posts that cover the day’s market moves. Like...
There’s no inflation, the Federal Reserve says. You feel that’s wrong–and know what? You’re actually right
Jim’s Extras are something new that I’ve added to JubakPicks.com. Jim’s Extras are posts that provide a wider economic or market analysts than the normal diet here of stock specific posts or posts that cover the day’s market moves. Like...A year of great returns (2019) can lead to a year of stupid investing behavior (2020)–will you fall into the trap?
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...Jim’s Extras
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