What's the matter with …? (Fill in the blank with your favorite stock)
Nothing like a market where volume is drying up as it usually does at the end of the year—which makes it easier for traders to move stocks on news and rumors. Especially when the world is so busy supplying lots of potentially market-moving headlines. It’s a potent...The sky isn't falling and the dollar isn't going to zero. Yes, the dollar is in a slow and long-term decline but don't buy what the panic mongers are selling
Elisabeth Kubler-Ross laid out the five stages of grief in her 1969 book On Death and Dying. There’s denial, anger, bargaining, depression, and finally acceptance. The financial markets when confronting a strong trend work through their own five stages. Not of grief....1491 will let you see the New World that we're just starting to discover
Happy Europeans discover the New World even though none of the people who lived there then knew that they needed finding Day. I don’t mean to disparage Columbus. As a history such as Hugh Thomas’ Rivers of Gold: The Rise of the Spanish Empire from Columbus to Magellan...Way down the road I can see early signs of the next stock market–and it's not going to look a lot like the last market or today's either
Sometimes the shortest distance to portfolio disaster is a straight line between two points. This, I believe, is one of those times. If I’ve been clear about nothing else in the last few weeks, I hope I’ve been clear on how impossible it is to find a reliable,...Are China's stocks now cheap?
So who’s right about China’s stock markets? Domestic Chinese investors, who follow government pronouncements on bank lending as if they’re portfolios depended on it, have led selling that has taken the Shanghai Stock market down 16% in August. Wall Street money...What to look for today July 24: The traditional Friday selling after a rally
Thank God it’s Friday. After moving up so strongly–aother 4% gain on the Standard & Poor’s 500 stock index from Monday to Thursday–the stock market is almost certain to retreat tomorrow. But because it’s a Friday–and the market...Qualcomm to manufacture Kindle in UK
According to Electronista.com, Amazon is almost ready to set a UK release date for the Kindle. Â “Manufacturing responsibilities for a UK Kindle are said to be going to Qualcomm, who is also allegedly responsible for finding a regional cellular...Picks up 11.6% in Q2
The Jubak’s Picks, my 12-18 month portfolio, returned 11.6% in the second quarter of 2009. Not shabby for a portfolio almost 50% in cash when the period began. When stocks are plunging, holding cash limits your losses. When stocks are rallying—and the 40% gain on the...Would you like cream with that red herring? More great crime fiction from Sweden
Has Sweden produced another series of great murder mysteries? I’ve just finished the first novel from Stieg Larsson, The Girl with the Dragon Tattoo, and I’d have to say it’s a real possibility. The book, published after Larsson’s death in 2004 at the age of 50, is a...Books on China
Want to understand China? (And what investor doesn’t these days?) Start with these two books. First, China Shakes the World by James Kynge, the former China bureau chief for the Financial Times. Second, China’s Trapped Transition: The Limits of Developmental Autocracy...Jim’s Daily Email Alerts:
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