April 1, 2021 @ 7:34 pm | AMAT, AMZN, ASML, Breaking News, FCX, FQVLF, GOOG, Jubak Picks Portfolio, Jubak Top 50 Portfolio, SCCO |
With the financial markets closed tomorrow for Good Friday, traders and investors jumped in to buy today ahead of what is expected to be a jobs report tomorrow morning showing unemployment dropping to 6.0% (by the official measure) from 6.2% in February. The Standard...
January 28, 2021 @ 6:54 pm | AG, Breaking News, DIS, FQVLF, GDX, GOLD, Jubak Picks Portfolio, Jubak Top 50 Portfolio, MGM, SCCO |
U.S. GDP growth slowed in the fourth quarter, gaining just 1% from the third quarter. For the full year the U.S. economy contracted by 3.5%. That makes 2020 the first time that the economy has contracted for a full year since 2009 and the Great Recession. At the...
March 25, 2020 @ 7:20 pm | Breaking News, FQVLF, Jubak Picks Portfolio, Jubak Top 50 Portfolio |
I still like my long-term thesis for copper miner First Quantum Minerals (FQVLF)–that copper prices will rise with a pick up in global economic growth and that when growth resumes the world will be looking at a shortage of copper. First Quantum has a lot of new...
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...
April 8, 2019 @ 7:24 pm | Breaking News, FQVLF, Jubak Top 50 Portfolio, SCCO, Volatility |
The big Cesco copper conference in Santiago, Chile, has been remarkably bullish considering worries about global economic growth and the Chinese economy. That’s because there looks like a significant gap in the development of new supplies in 2019 and 2020 that...