Jim Jubak - Jubak Picks

Jubak Picks The Cure for the Common Portfolio

Next week the stock market hinges on Nvidia earnings on Wednesday. My newest post on my free JubakPicks.com site lays out my take on what would be good news for an end of the year rally

Got lucky on timing yesterday. Cameco CCJ soared 24% on news US would buy $80 billion in nuclear reactors from Westinghouse joint venture. For more energy crisis picks see my free site JubakPicks.com

Jubak Picks The Cure for the Common Portfolio

I just finished posting my first five stock picks for the severe energy crisis set off by huge growth in data centers and AI. Free to read on JubakPicks.com site. Picks includeGNRC, JCI, BEPC. More to come

YouTube video by Jubak Picks Quick Pick: Pan American Silver (PAAS), Stock Pick from Jim Jubak, Jubak Picks

Today's Quick Pick is: Pan American Silver (PAAS)—a solid way to hedge against market volatility with strong margins and growth potential.

#stocks #finance #economy #stockmarket #stockpicks

I moved to Venice in September 2023. In the EU salmonella is regulated as an additive--it’s simply not to be in food. The U.S. regulatory attitude seems to be, Hey it’s going to be in our food--so here’s what you should do not to get poisoned. Like treat your chicken as it is toxic waste.

Was last week a turning point in the financial market?. Good news on PCE inflation in April? No move on hopes for a Fed cut. Bad news on China tariffs and higher rates on steel? Yawn. Major shift from all bad news is good news sentiment. For more see my free post www.jubakpicks.com/good-pce-inf...

YouTube video by Jubak Picks Hot Money Moves Now: Short The 30 Year Treasury

Today's Hot Money Moves Now video is: Short The 30 Year Treasury.

Take a look at the ProShares Short 20+ Year Treasury ETF (TBF), which moves inversely to long-term Treasury bonds.

#stocks #stockmarket #investing #economy

YouTube video by Jubak Picks Are We Too Complacent About Complacency?

Today's video: Are We Too Complacent About Complacency? The market seems extremely relaxed right now, even though it probably shouldn’t be.

#stocks #stockmarket #economy #finance

YouTube video by Jubak Picks Hot Button Moves Now: Dollar Down, Yen and Euro Up

Today's Hot Money Moves Now: Dollar Down, Yen and Euro Up.

If you’re looking for a relatively safe play in uncertain times, shifting some dollar-denominated assets into yen or euro ETFs could give you a solid return while the dollar softens.

#stocks #stockmarket #FED

YouTube video by Jubak Picks Quick Pick: Equinor (EQNR), Stock Pick from Jim Jubak, Jubak Picks

Today's Quick Pick: Equinor (EQNR) – A solid long-term play in energy with a 6.28% dividend. Wait for post-OPEC dip, but keep an eye on this one.

#stocks #stockmarket #energy #finance #economy

YouTube video by Jubak Picks Hidden Volatility Makes This Market Dangerous

Today's video: Hidden Volatility Makes This Market Dangerous. The volatility may be hidden, but the Fed is aware of it and you should be too.

#stockmarket #stocks #FED #finance #economy

YouTube video by Jubak Picks Quick Pick: Amazon.com Inc (AMZN), Stock Pick from Jim Jubak, Jubak Picks

Today's Quick Pick is: Amazon.com Inc (AMZN).
While the stock is down due to broader sell-offs and concerns over global tariffs impacting its supply chain, I believe Amazon’s size and logistical power will help it mitigate these challenges.

#stocks #stockmarket #tariffs #stockstobuy

YouTube video by Jubak Picks Hot Money Moves Now: Where's the Systemic Risk This Time?

Today's Video: Where's the Systemic Risk This Time?

I’m watching the banking sector for signs of a liquidity crunch—specifically, the growing pile of "stranded loans" from private equity buyouts.

#stocks #stockmarket #fed #tariffs #economy

YouTube video by Jubak Picks No Powell Put...Yet

VIDEO: No Powell Put...Yet.

The market is betting on the Fed riding to the rescue with rate cuts, but I don’t see it happening anytime soon.

youtu.be/HPiAT7aT80U

#stocks #stockmarket #tariffs

YouTube video by Jubak Picks Hot Money Moves Now: Volatility on Volatility Index

Today's Hot Money Move is: Volatility on Volatility
For active traders, this is a short-term play—buy into the fear, sell into the relief.

youtu.be/HG7q95OLyIo

YouTube video by Jubak Picks Quick Pick: Tencent Holdings ADR (TCEHY), Stock Pick from Jim Jubak, Jubak Picks

Quick Pick: Tencent Holdngs ADR (TCEHY)
If you're looking for stocks that will move independently from the US market, China's internet and AI sector is a good play.

youtu.be/dKM-CjVDl_w

#stocks #stockmarkets #ai #economy #china

YouTube video by Jubak Picks Why the Fed is Almost Certain to be Wrong

The Fed has a lag problem. How long does it take policies like tariffs and tax cuts to actually affect the economy and show up in the data?

youtu.be/cgvUegQV4UE

#stockmarket #stocks #economy #Fed #tariffs

Jubak Picks The Cure for the Common Portfolio

Just posted on my free investing website JubakPicks.com on why this won't be the last round of Trump tariffs and how bad Tesla's numbers will be.

Can't wait for Wednesday, Liberation Day. We get another wave of economy-destroying tariffs and first quarter delivery numbers from Tesla.

YouTube video by Jubak Picks Hot Money Moves Now: VIX Volatility Index

Hot Money Moves Now: VIX Volatility Index

I would look to buy these options this week and hold for the next three weeks or so.

youtu.be/fyYMSpuGpP0

#stocks #stockmarket #stockpicks #jubakpicks

YouTube video by Jubak Picks Quick Pick: Apple, Inc (AAPL), Stock Pick from Jim Jubak, Jubak Picks

Today's Quick Pick is: Apple, Inc (AAPL).

This is a short term buy or, if you own it, a "get ready to sell."

youtu.be/CQOW62s8it0

#stocks #stockmarket #Apple

YouTube video by Jubak Picks Retail Flashing Red

New VIDEO: Retail Flashing Red

In the past week there has been a cascade of negative news from the retail sector.

YouTube video by Jubak Picks Hot Money Moves Now: China Buys More Gold

Who is emerging as gold buyers? Chinese insurance companies will now be allowed to put up to 1% of their portfolios into gold.

#stockmarket #stocks

YouTube video by Jubak Picks Quick Pick: Intuitive Surgical, Inc (ISRG), Stock Pick from Jim Jubak, Jubak Picks

Today's Quick Pick is: Intuitive Surgical, Inc (ISRG)
Intuitive Surgical, maker of the Da Vinci Robotic Surgical Systems, was the best performing healthcare stock in 2024.

youtu.be/ZwJiysUChcs

#stockmarket

YouTube video by Jubak Picks Is Wall Street Ready to Write Off 2025?

New video: Is Wall Street Ready to Write Off 2025?
youtu.be/2HQBKui2DSc

#stockmarket

YouTube video by Jubak Picks Hot Money Moves Now: Gold via 747

It is extraordinary that big New York banks like Goldman Sachs have hired 747s to fly physical gold from London (where it's cheaper) to New York.

youtu.be/3ZBljhjuahU

#stockmarket #stocks

YouTube video by Jubak Picks Quick Pick: Vertex Pharmaceuticals (VRTX), Stock Pick from Jim Jubak, Jubak Picks

Today's Quick Pick is: Vertex Pharmaceuticals (VRTX). The FAA has just approved a new non-opioid, non-addictive pain killer from Vertex Pharmaceuticals.

youtu.be/MOmhoLpLBOE
#stockmarket #stocks

YouTube video by Jubak Picks Fed is Between a Rock and a Hard Place

The Fed is between a rock and a hard place and we won't know how they plan to squeeze out until March.
youtu.be/4lKckmpNw2I
#stockmarket

YouTube video by Jubak Picks Hot Money Moves Now: US Dollar

The dollar has been on a good run and is up 7% in the last three months, 2% in the last month and I expect this to continue.

youtu.be/eMxy4XyWrlw

It’s CPI inflation time again this week All eyes will be on the Consumer Price Index inflation report for November due out on the morning of Wednesday, December 11. It’s the last big inflation data dump before the Federal Reserve meets o…

All eyes will be on the Consumer Price Index inflation report for November due out on the morning of Wednesday, December 11.

www.jubakpicks.com/its-cpi-infl...