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The return on my Jubak Picks Portfolio
from May 1997 through the end of 2017: 483%
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Jubak Picks Portfolio

Top Stocks for a 12-18 Month Horizon

Jubak Picks Performance for 2017:
13.1%

Performance 1997-2017:
483%

Jubak Top 50 Portfolio

The 50 Best Stocks in the World

Jubak Top 50 Performance for 2017:
28.1%

Performance for 2016:
21.5%

Dividend Income Portfolio

Stocks that Pay You

Dividend Income Performance for 2017:
6.48%

Performance for 2016:
26.8%

Want more portfolios? Subscribe to JubakAM.com for $199 a year to and get my new Perfect 5 ETF Portfolio (up 8.6% in its first four months) and my Volatility Portfolio (up 53% in 2017).
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Surprise! U.S. economy adds 266,000 jobs in November; unemployment drops to 3.5%

Surprise! U.S. economy adds 266,000 jobs in November; unemployment drops to 3.5%

The United States added 266,000 jobs in November and the official unemployment rate fell to 3.5%. The results were buoyed by the return to jobs of 41,300 General Motors workers after the settlement of that strike. But the November total was still impressively stronger than expected. Economists were projecting that the economy should add 180,000 jobs in the month.

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China bond defaults head for another record year

China bond defaults head for another record year

With 15 defaults in November, total onshore bond defaults have hit $120.4 billion yuan ($17.1 billion)in 2019, according to Bloomberg. That’s close to the 121.9 billion yuan record set in 2018. While the $17.1 billion in onshore defaults seems insignificant compared to the $4.4 trillion size of China’s total onshore corporate bond market, they’re enough to throw a solid dose of worry into China’s bond market.

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OPEC does nothing and markets seem to be ok with that

OPEC does nothing and markets seem to be ok with that

OPEC reached an agreement today to cut an additional 500,000 barrels a day from production. In reality that action is close to “no action” since OPEC has been informally making those supply reductions for most of the year thanks to voluntary cuts by Saudi Arabia that have offset over-production by some OPEC and OPEC+ countries. OPEC+, which includes Russia, holds its own meeting tomorrow.

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“News” on U.S.-China trade talks takes away, “news” on talks gives back

“News” on U.S.-China trade talks takes away, “news” on talks gives back

A day after “news” on the lack of progress of U.S.-China trade talks led to a decline in stocks, “news” of progress in the talks has led to a modest rally. The Standard & Poor’s 500 closed up 0.63% today and the Dow Jones Industrial Average was ahead 0.53%. The NASDAQ Composite finished up 0.54% and the Russell 2000 small cap index was higher at the close by 0.70%. I put “news” in quotes because there really isn’t any news either yesterday or today in the sense of hard facts and sourced quotes from important players

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Earnings retreat for the fourth quarter?

Earnings retreat for the fourth quarter?

Wall Street analysts always cut their earnings estimates as a quarter progresses. (Which then lets lots of companies beat forecasts when they actually report.) But for the fourth quarter of 2019, the cuts to earnings estimates for the companies in the Standard & Poor’s 500 are coming at a faster than usual pace. It’s just abut certain that actual earnings will come in above estimates when companies report in January, but the current pace of estimate cuts makes it quite possible that earnings growth will turn negative for the fourth quarter. That would result in an earnings recession–two quarters in a row of falling earnings for the S&P 500 companies–for the first time in almost four years.

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