March 23, 2023 @ 7:25 pm | Breaking News |
Today I posted my two-hundred-and-fifty-first YouTube video: Quick Pick KBE Bank Stocks ETF Want to grow your portfolio and protect it too? In the toughest investing market in 40 years? Grab my eBook, Your Best Investing Strategy for the Next 5 Years: Free download...
February 23, 2023 @ 10:35 pm | Breaking News, UNG |
Today I posted my two-hundred-and-forty-first YouTube video: Quick Pick U.S. Natural Gas Fund Want to grow your portfolio and protect it too? In the toughest investing market in 40 years? Grab my new eBook, Your Best Investing Strategy for the Next 5 Years:...
January 31, 2023 @ 10:36 pm | Breaking News |
With the Federal Reserve seemingly winding down its cycle of interest rate increases, a stronger dollar is no longer the big currency market story. Gold is. Gold is back. And for at least the next 3 to 6 months. The likely political chaos in Washington over raising...
July 7, 2022 @ 10:21 pm | Breaking News, UUP |
My one-hundred-and-fifty-fifth YouTube video “Quick Pick UUP Dollar ETF” went up today. In my video yesterday (if you missed it, go watch!) I explained why a strong dollar has hit commodity stocks hard, and why I think the dollar will continue to be...
June 20, 2022 @ 10:30 pm | Breaking News, Dividend Income Portfolio, PFXF, VGSH |
I’ve overstayed my welcome in the Vanguard Short-Term Treasury ETF (VGSH) and the VanEck Preferred Securities ex-Financials ETF (PFXF), but with the Federal Reserve accelerating its interest rate increases, I think selling these two members of my Dividend...
April 1, 2022 @ 4:52 pm | Breaking News |
My one-hundredth-and seventeenth YouTube video “Quick Pick Utilities ETF XLU”” went up today. This week’s Quick Pick is a utilities ETF. Utilities are a good place to turn to for the next few months before we hit a full recession slowdown. This...
June 25, 2020 @ 10:24 pm | Breaking News, FXY, Jubak Picks Portfolio |
A while back I sold the Invesco Currency Shares Japanese Yen ETF (FXY) out of my Perfect Five ETF Portfolio because I was looking for more diversification in that limited five ETF portfolio. (I replaced it with the iShares Large Cap China ETF (FXI) on April 20, 2020....
March 17, 2020 @ 7:41 pm | Breaking News |
The Japanese yen soared 2% Monday after the Federal Reserve announced that it would cut interest rates and add $700 billion to its balance sheet by buying Treasuries and mortgage-backed securities. The dollar was down 0.66% Monday against the DXY Spot Index, a basket...
June 20, 2019 @ 6:21 pm | Breaking News, Jubak Picks Portfolio, VGSH |
Last night I made Vanguard Short Term Treasury ETF (VGSH) the No. 2 pick in my Special Report 10 Best Picks for the Next 6 Months of 2019 on my JubakAM.com subscription site. Today I’m adding it to my Jubak Picks Portfolio on all my sites. I’m calling this...
June 11, 2019 @ 7:30 pm | ALB, Breaking News, FQVLF, Jubak Picks Portfolio, Jubak Top 50 Portfolio, SCCO, SQM, Volatility |
I think the strong move in commodities stocks today has more to do with continued weakness in the U.S. dollar than it does with any renewed faith in growth in the global economy. After all the U.S.-China trade war doesn’t look any more settled today than it did...
June 3, 2019 @ 7:05 pm | Breaking News, Jubak Picks Portfolio, VGIT |
Today I sold the iShares MSCI Emerging Markets ETF (EEM) out of my Perfect 5 ETF Portfolio on my JubakAM.com and JugglingWithKnives.com subscription sites. And today I’m replacing it in that portfolio with the Vanguard Intermediate Term Treasury ETF (VGIT). Now...
June 3, 2019 @ 6:47 pm | Breaking News, EEM, Sell, Update |
In an ideal world, I would have finished my Special Report on the Crisis in Global Capitalism on my subscription JubakAM.com site by now so I could place this sell–and the coming buy of a Treasury ETF–in the context of that crisis. But this isn’t an...
April 3, 2019 @ 7:55 pm | Breaking News, Volatility, You May Have Missed |
Today, Wednesday April 3, action in the three legs that support stocks near the highs for 2019 pointed toward significant risk for Thursday and Friday. The Standard & Poor’s 500 index closed the day up 0.21% at 2873. Leg 1 for the market: The financials,...
February 5, 2019 @ 6:54 pm | Breaking News, Buy, FXY, Jubak Picks Portfolio |
Earlier today in a post “One consequence of change in Fed policy likely to be a weaker dollar” I noted that a number of Wall Street and big international banks have forecast a drop in the dollar as a result of the Fed’s decision to back off on...
January 25, 2019 @ 7:43 pm | Breaking News, Volatility |
Gold hit a seven month high on Friday, gaining more than 1%. Spot gold briefly broke above $1300 an ounce. Gold futures climbed 1.5% to $1,298.30 an ounce. The SPDR Gold Shares ETF (GLD) climbed 1.46% to $122.86 on volume 10% above the daily average. The 52-week high...
January 18, 2019 @ 5:55 pm | Breaking News, Volatility |
Rallies share one very important pattern. In a rally more investors and traders want to jump in as prices rise. They’re convinced that rising prices mean that prices will climb even more in the future and so they buy, driving prices higher. Bounces follow a...
January 3, 2019 @ 7:22 pm | Breaking News, FXY, Jubak Picks Portfolio, Volatility |
On December 27 I switched to the  Invesco Currency Shares Japanese Yen ETF (FXY) from the Vanguard FTSE Developed Markets ETF (VEA) in my Perfect 5 ETF Portfolio (on my subscription sites JugglingWithKnives.com and JubakAM.com) in an effort to get more yen exposure...
December 27, 2018 @ 7:23 pm | Breaking News, Volatility |
On my paid sites, JugglingWithKnives.com and JubakAM.com I run and track a simple five ETF portfolio called, immodestly the Perfect 5 ETF Portfolio. In the last week, I’ve made the following shifts: Increasing my allocation to 25% in the Goldshares SPDR ETF...
May 22, 2018 @ 7:43 pm | Breaking News, You May Have Missed |
The financial sector is up again today with the Financial Select Sector SPDR ETF (XFL) up 0.96% as of 3 p.m. New York time. This continues a strong May run for the sector that has seen the ETF climb 5.6% from May 3–after the sector spent there period from March...
March 27, 2018 @ 5:54 pm | Breaking News, GLD, Jubak Picks Portfolio, Volatility |
Goldman Sachs has turned positive on gold for the first time in five years. Â “Our commodities team believes that the dislocation between the gold prices and U.S. rates is here to say,” Goldman Sachs says. Drivers for higher gold prices include signs of an...
December 1, 2017 @ 7:18 pm | Breaking News |
Back on July 11 I argued that for investors at least it was better to buy robotics stocks than to try to fight the global trend toward automation. I added two robotics stocks, both Japanese companies, to my long-term 50 Stocks Portfolio that day. Since then Fanuc...
October 31, 2017 @ 11:03 pm | Breaking News, Volatility |
I’ve named the five ETFs in this portfolio. Explained my ideas on allocation money among those five ETFs and their associated asset classes. And discussed the importance of knowing what index an ETF follows. Now it’s time to explain one last thing to...
October 27, 2017 @ 6:43 pm | Breaking News |
In order to get more Japan into the developed markets slot, I’ve sold out of a Europe only ETF and added one with about 20% exposure to Japan. You can read all about the moves on my subscription sites JugglingwithKnives.com and JubakAM.com. And you don’t...
October 26, 2017 @ 5:32 pm | Breaking News |
You can see this complete post-and track my new Perfect 5 ETF Portfolio by signing up for a two-week free trial of either of my subscription sites, JugglingwithKnives.com or JubakAM.com. If you haven’t taken me up on my offer, Why not? (You’ll also be able...
October 26, 2017 @ 3:58 pm | Breaking News |
At its meeting today the European Central Bank decided to buy fewer bonds each month but for more months. Monthly purchases will be cut to 30 billion euros ($35 billion) from 60 billion euros beginning in January. But the bank will extend its bond purchases until...
October 19, 2017 @ 11:21 pm | Breaking News, You May Have Missed |
I’ve posted on my subscription sites JugglingwithKnives.com and JubakAM.com my recommendations for asset allocations for the five ETFs in my new Perfect 5 ETF Active Passive Portfolio. That post begins like this: “In some markets deciding how much money...
October 10, 2017 @ 7:29 pm | Breaking News, Buy, Volatility |
You can read this post by taking me up on my offer for a free two-week trial to either of my paid subscription sites, JugglingwithKnives.com or JubakAM.com. You’ll find the Volatility Portfolio–along with all my other portfolios including the recently...
October 6, 2017 @ 5:45 pm | Breaking News |
Please note that as I wrote in announcing this new ETF portfolio, the first three ETF picks for my new Perfect 5 ETF Active Passive Portfolio were the last that I’ll be posting on my free Jubak Picks site. If you want to get the last two picks and/or to follow...
October 5, 2017 @ 5:43 pm | Breaking News |
Please note that as I wrote in announcing this new ETF portfolio, the first three ETF picks for my new Perfect 5 ETF Active Passive Portfolio were the last that I’ll be posting on my free Jubak Picks site. If you want to get the last two picks and/or to follow...
October 3, 2017 @ 8:00 pm | Breaking News |
For my third pick for my new Perfect 5 ETF Active Passive Portfolio I looked to fill the Commodities slot in the portfolio with an ETF that would provide a hedge for the portfolio if the market tumbled but that would also produce a positive return if the market...