Jim Jubak - Jubak Picks
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jimjubak.bsky.social
Jim Jubak - Jubak Picks
@jimjubak.bsky.social
Picking stocks on the web since 1997. Follow my free JubakPicks and Dividend portfolios at http://jubakpicks.com/sign-up/
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
Jubak Picks
The Cure for the Common Portfolio
JubakPicks.com
November 16, 2025 at 9:12 PM
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
October 29, 2025 at 4:53 PM
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
Jubak Picks
The Cure for the Common Portfolio
JubakPicks.com
October 21, 2025 at 4:39 PM
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
Quick Pick: Pan American Silver (PAAS), Stock Pick from Jim Jubak, Jubak Picks
YouTube video by Jubak Picks
youtu.be
June 2, 2025 at 4:50 PM
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...
https://www.jubakpicks.com/good-pce-inflati…any-fed-rate-cut/
June 1, 2025 at 9:02 PM
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
Hot Money Moves Now: Short The 30 Year Treasury
YouTube video by Jubak Picks
youtu.be
May 28, 2025 at 4:22 PM
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
Are We Too Complacent About Complacency?
YouTube video by Jubak Picks
youtu.be
May 22, 2025 at 4:45 PM
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
Hot Button Moves Now: Dollar Down, Yen and Euro Up
YouTube video by Jubak Picks
youtu.be
May 13, 2025 at 3:07 PM
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
Quick Pick: Equinor (EQNR), Stock Pick from Jim Jubak, Jubak Picks
YouTube video by Jubak Picks
youtu.be
May 9, 2025 at 2:58 PM
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
Hidden Volatility Makes This Market Dangerous
YouTube video by Jubak Picks
youtu.be
May 7, 2025 at 2:59 PM
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
Quick Pick: Amazon.com Inc (AMZN), Stock Pick from Jim Jubak, Jubak Picks
YouTube video by Jubak Picks
youtu.be
April 16, 2025 at 7:40 PM
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
Hot Money Moves Now: Where's the Systemic Risk This Time?
YouTube video by Jubak Picks
youtu.be
April 11, 2025 at 3:24 PM
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
No Powell Put...Yet
YouTube video by Jubak Picks
youtu.be
April 9, 2025 at 2:43 PM
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
Hot Money Moves Now: Volatility on Volatility Index
YouTube video by Jubak Picks
youtu.be
April 7, 2025 at 2:41 PM
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
Quick Pick: Tencent Holdings ADR (TCEHY), Stock Pick from Jim Jubak, Jubak Picks
YouTube video by Jubak Picks
youtu.be
April 4, 2025 at 2:56 PM
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
Why the Fed is Almost Certain to be Wrong
YouTube video by Jubak Picks
youtu.be
April 2, 2025 at 4:10 PM
Can't wait for Wednesday, Liberation Day. We get another wave of economy-destroying tariffs and first quarter delivery numbers from Tesla.
March 31, 2025 at 10:48 PM
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
Hot Money Moves Now: VIX Volatility Index
YouTube video by Jubak Picks
youtu.be
March 17, 2025 at 3:32 PM
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
Quick Pick: Apple, Inc (AAPL), Stock Pick from Jim Jubak, Jubak Picks
YouTube video by Jubak Picks
youtu.be
March 14, 2025 at 2:15 PM
New VIDEO: Retail Flashing Red

In the past week there has been a cascade of negative news from the retail sector.
Retail Flashing Red
YouTube video by Jubak Picks
youtu.be
March 12, 2025 at 1:54 PM
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
Hot Money Moves Now: China Buys More Gold
YouTube video by Jubak Picks
youtu.be
February 14, 2025 at 3:30 PM
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
Quick Pick: Intuitive Surgical, Inc (ISRG), Stock Pick from Jim Jubak, Jubak Picks
YouTube video by Jubak Picks
youtu.be
February 12, 2025 at 8:55 PM
New video: Is Wall Street Ready to Write Off 2025?
youtu.be/2HQBKui2DSc

#stockmarket
Is Wall Street Ready to Write Off 2025?
YouTube video by Jubak Picks
youtu.be
February 11, 2025 at 4:26 PM
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
Hot Money Moves Now: Gold via 747
YouTube video by Jubak Picks
youtu.be
February 7, 2025 at 5:42 PM
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
Quick Pick: Vertex Pharmaceuticals (VRTX), Stock Pick from Jim Jubak, Jubak Picks
YouTube video by Jubak Picks
youtu.be
February 6, 2025 at 4:00 PM