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The return on my Jubak Picks Portfolio
from May 1997 through the end of 2019: 584%
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Jubak’s Picks

Stocks for a 12-18 Month Horizon


Performance

2019
+10.2%

2018
+10.2%

2017
+13.2%

Since Inception
+584%

Top 50 Stocks

50 Best Stocks in the World


Performance

2019
+21.19%

2018
-8.22%

2017
+28.1%

2016
+21.5%

Dividend Income

Stocks that Pay You


Performance

2020
+15.71%

2019
+4.90%

2018
-15.52%

2017
+6.48%

2016
+26.8%

Best in Business Award

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Global chip (and I’m not talking Pringles) shortage gets worse

Global chip (and I’m not talking Pringles) shortage gets worse

The global semiconductor shortage is getting worse as the Delta variant creates production delays in Malaysia, Vietnam, and the Philippines. That’s a new set of bottlenecks. Some automakers that had managed to avoid big shutdowns in production during earlier stages of the shortage are now moving to curtail output.

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More (verbal) news from the Fed this afternoon than the consensus expected

More (verbal) news from the Fed this afternoon than the consensus expected

As expected the Federal Reserve’s Open Market Committee kept the central bank’s benchmark interest rate at 0% to 0.25% and left its bond buying program on a path to buy $120 billion of Treasuries and mortgage-backed assets a month. Unexpectedly, though, the bank indicated that a reduction in that bond buying program could happen “soon.” progress toward the Fed’s employment and inflation goals “continues broadly as expected, the committee judges that a moderation in the pace of asset purchases may soon be warranted,” the central bank’s said Wednesday in a statement following its two-day meeting. The Fed’s dot plot survey of central bank officials also revealed a move toward raising interest rates earlier than in the last survey in June.

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People’s Bank supports markets (and Evergrande) a little bit

People’s Bank supports markets (and Evergrande) a little bit

I’d call the policy being followed by the People’s Bank in the China Evergrande crisis “Try to support the markets but see how little we can get away with.” Today Chins’s central bank supplied liquidity to the country’s financial markets with an injection of short-term cash. But the move fell far short of the kind of “Charge of the People’s vanguard” that the bank has mustered in earlier crises. And, importantly, there was no big statement of market support to go with today’s actions.

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