Juggling With Knives: Profits, protection and planning for volatility in stocks, bonds, real estate, and real life.

This website is based on my book, Juggling with Knives. Both the book and website are about volatility in everything from stocks and bonds to real estate, and real life topics such as jobs and education.

This website keeps the content of the book fresh and the advice and strategies up to date. If you’ve purchased the book, you’ve earned a one-year free subscription. Use the Coupon Code in the book to start your one-year FREE SUBSCRIPTION when you Subscribe on this website.

I run two other investing websites, Jubak Picks and Jubak Asset Management. So how does Juggling With Knives fit in that group? With a subscription at $79 a year you get everything that appears on my free JubakPicks.com website (1 to 2 posts a day plus buys/sells/updates on three portfolios) plus an additional 1 or 2 posts a day, including a special post on volatility on most days, plus access to my new Volatility Portfolio. My premium site, Jubak Asset Management, JubakAM.com to its friends, offers for $199 a year everything on Jubak Picks, plus everything on Juggling With Knives, plus exclusive posts that include Sector Monday, Friday Trick or Trend, Saturday Night Quarterback, and my daily Notes You Can Use Mini Blog. Oh, and videos where my smiling face explains the markets. If you’d like to step up to a JubakAm.com subscription click here. (You’ll get full credit for what you paid to subscribe to Juggling With Knives.)

Jubak Picks

Top Stocks for
a 12-18 Month Horizon

Jubak Picks Performance
1997-2014:

445%

NASDAQ
5914.34
+16.8
+0.28%
 
S&P500
2368.06
+6.93
+0.29%
 
NYSE
11519.84
+23.17
+0.20%
 
ACAD
34.1
-1.76
-4.91%
 
ALV
101.36
+0.49
+0.49%
 
BABA
108.85
-0.66
-0.60%
 
BMY
55.36
-0.59
-1.05%
 
DXJR
13.365
-0.055
-0.410%
 
EUM
21.94
+0.13
+0.60%
 
FANG
102.67
-0.49
-0.47%
 
HAIN
37.14
-0.43
-1.14%
 
HDB
74.36
+0.55
+0.75%
 
INCY
137.77
-1.51
-1.08%
 
IONS
40.41
+1.82
+4.72%
 
ITUB
12.16
-0.33
-2.64%
 
LNG
46.03
-0.57
-1.22%
 
MGM
27.33
+0.04
+0.15%
 
MPC
50.14
-0.41
-0.81%
 
OGXI
0.46
-0.01
-1.50%
 
SFTBY
35.72
-0.45
-1.24%
 
STO
17.25
-0.08
-0.46%
 
SYNA
49.7
+0.68
+1.39%
 
TRGP
59.06
+0.05
+0.08%
 
V
89.01
-0.17
-0.19%
 
VMC
117.69
-0.47
-0.40%
 
XYL
49.9
+0.51
+1.03%
 
NASDAQ
5914.34
+16.8
+0.28%
 
S&P500
2368.06
+6.93
+0.29%
 
NYSE
11519.84
+23.17
+0.20%
 
ACAD
34.1
-1.76
-4.91%
 
ALV
101.36
+0.49
+0.49%
 
BABA
108.85
-0.66
-0.60%
 
BMY
55.36
-0.59
-1.05%
 
DXJR
13.365
-0.055
-0.410%
 
EUM
21.94
+0.13
+0.60%
 
FANG
102.67
-0.49
-0.47%
 
HAIN
37.14
-0.43
-1.14%
 
HDB
74.36
+0.55
+0.75%
 
INCY
137.77
-1.51
-1.08%
 
IONS
40.41
+1.82
+4.72%
 
ITUB
12.16
-0.33
-2.64%
 
LNG
46.03
-0.57
-1.22%
 
MGM
27.33
+0.04
+0.15%
 
MPC
50.14
-0.41
-0.81%
 
OGXI
0.46
-0.01
-1.50%
 
SFTBY
35.72
-0.45
-1.24%
 
STO
17.25
-0.08
-0.46%
 
SYNA
49.7
+0.68
+1.39%
 
TRGP
59.06
+0.05
+0.08%
 
V
89.01
-0.17
-0.19%
 
VMC
117.69
-0.47
-0.40%
 
XYL
49.9
+0.51
+1.03%
 

Jubak Top 50

The Top 50 Best
Stocks in the World

Jubak Top 50 Performance
for 2016:

21.5%

NASDAQ
5914.34
+16.8
+0.28%
 
S&P500
2368.06
+6.93
+0.29%
 
NYSE
11519.84
+23.17
+0.20%
 
AAPL
143.93
-0.19
-0.13%
 
AGN
239.8
-1.54
-0.64%
 
ALB
105.14
+0.1
+0.10%
 
AMZN
876.34
+2.02
+0.23%
 
AUY
2.77
-0.06
-2.12%
 
BABA
108.85
-0.66
-0.60%
 
BG
79.58
-1.94
-2.38%
 
BGC
17.9
+0.35
+1.99%
 
BHP
36.9
+0.01
+0.03%
 
CHK
5.85
+0.04
+0.69%
 
CMI
151.96
+0.25
+0.16%
 
CNI
73.96
+0.18
+0.24%
 
COH
41.69
+0.3
+0.72%
 
CSCO
33.74
0.00
0.00%
 
CX
8.82
-0.13
-1.45%
 
DD
81.64
-0.23
-0.28%
 
DE
109.17
+0.99
+0.92%
 
EBAY
33.7
+0.05
+0.15%
 
ENB
41.29
-0.6
-1.43%
 
FB
142.41
-0.24
-0.17%
 
FCX
13.31
+0.59
+4.64%
 
FLR
52.7
+0.33
+0.63%
 
FLS
48
+0.6
+1.27%
 
GE
29.87
+0.19
+0.64%
 
GLW
27.56
+0.08
+0.29%
 
GOOG
831.5
+0.09
+0.01%
 
HDB
74.36
+0.55
+0.75%
 
INFY
15.8
0.00
0.00%
 
ITUB
12.16
-0.33
-2.64%
 
JCI
42.14
-0.11
-0.26%
 
LFL
12.97
-0.21
-1.59%
 
LNG
46.03
-0.57
-1.22%
 
LUX
55.07
-0.32
-0.58%
 
MIDD
136.45
-1.23
-0.89%
 
MON
113.35
-0.55
-0.48%
 
PEP
112.18
-0.25
-0.22%
 
POT
17.21
+0.13
+0.76%
 
PXD
182.48
-5.84
-3.10%
 
PYPL
43.54
+0.3
+0.69%
 
RYN
28.1
+0.01
+0.04%
 
SLB
77.84
-0.83
-1.06%
 
SPWR
6.09
-0.04
-0.65%
 
TCEHY
29.075
-0.34
-1.156%
 
TS
34.2
+0.63
+1.88%
 
VALE
9.54
-0.08
-0.83%
 
NASDAQ
5914.34
+16.8
+0.28%
 
S&P500
2368.06
+6.93
+0.29%
 
NYSE
11519.84
+23.17
+0.20%
 
AAPL
143.93
-0.19
-0.13%
 
AGN
239.8
-1.54
-0.64%
 
ALB
105.14
+0.1
+0.10%
 
AMZN
876.34
+2.02
+0.23%
 
AUY
2.77
-0.06
-2.12%
 
BABA
108.85
-0.66
-0.60%
 
BG
79.58
-1.94
-2.38%
 
BGC
17.9
+0.35
+1.99%
 
BHP
36.9
+0.01
+0.03%
 
CHK
5.85
+0.04
+0.69%
 
CMI
151.96
+0.25
+0.16%
 
CNI
73.96
+0.18
+0.24%
 
COH
41.69
+0.3
+0.72%
 
CSCO
33.74
0.00
0.00%
 
CX
8.82
-0.13
-1.45%
 
DD
81.64
-0.23
-0.28%
 
DE
109.17
+0.99
+0.92%
 
EBAY
33.7
+0.05
+0.15%
 
ENB
41.29
-0.6
-1.43%
 
FB
142.41
-0.24
-0.17%
 
FCX
13.31
+0.59
+4.64%
 
FLR
52.7
+0.33
+0.63%
 
FLS
48
+0.6
+1.27%
 
GE
29.87
+0.19
+0.64%
 
GLW
27.56
+0.08
+0.29%
 
GOOG
831.5
+0.09
+0.01%
 
HDB
74.36
+0.55
+0.75%
 
INFY
15.8
0.00
0.00%
 
ITUB
12.16
-0.33
-2.64%
 
JCI
42.14
-0.11
-0.26%
 
LFL
12.97
-0.21
-1.59%
 
LNG
46.03
-0.57
-1.22%
 
LUX
55.07
-0.32
-0.58%
 
MIDD
136.45
-1.23
-0.89%
 
MON
113.35
-0.55
-0.48%
 
PEP
112.18
-0.25
-0.22%
 
POT
17.21
+0.13
+0.76%
 
PXD
182.48
-5.84
-3.10%
 
PYPL
43.54
+0.3
+0.69%
 
RYN
28.1
+0.01
+0.04%
 
SLB
77.84
-0.83
-1.06%
 
SPWR
6.09
-0.04
-0.65%
 
TCEHY
29.075
-0.34
-1.156%
 
TS
34.2
+0.63
+1.88%
 
VALE
9.54
-0.08
-0.83%
 

Dividend Income

Stocks That
Pay You

Dividend Income
Performance for 2016:

26.8%

NASDAQ
5914.34
+16.8
+0.28%
 
S&P500
2368.06
+6.93
+0.29%
 
NYSE
11519.84
+23.17
+0.20%
 
COH
41.69
+0.3
+0.72%
 
GE
29.87
+0.19
+0.64%
 
HP
66.53
+0.42
+0.64%
 
ING
15.08
+0.07
+0.47%
 
KMI
21.43
+0.02
+0.09%
 
OKS
53.5
+0.16
+0.30%
 
PFXF
20.04
+0.04
+0.20%
 
QCOM
57.2
-0.16
-0.28%
 
SDRL
1.57
-0.02
-1.26%
 
TRGP
59.06
+0.05
+0.08%
 
VZ
49.06
-0.07
-0.14%
 
WBK
27
+0.17
+0.63%
 
WES
59.88
-0.11
-0.18%
 
XOM
83.7
+1.68
+2.05%
 
NASDAQ
5914.34
+16.8
+0.28%
 
S&P500
2368.06
+6.93
+0.29%
 
NYSE
11519.84
+23.17
+0.20%
 
COH
41.69
+0.3
+0.72%
 
GE
29.87
+0.19
+0.64%
 
HP
66.53
+0.42
+0.64%
 
ING
15.08
+0.07
+0.47%
 
KMI
21.43
+0.02
+0.09%
 
OKS
53.5
+0.16
+0.30%
 
PFXF
20.04
+0.04
+0.20%
 
QCOM
57.2
-0.16
-0.28%
 
SDRL
1.57
-0.02
-1.26%
 
TRGP
59.06
+0.05
+0.08%
 
VZ
49.06
-0.07
-0.14%
 
WBK
27
+0.17
+0.63%
 
WES
59.88
-0.11
-0.18%
 
XOM
83.7
+1.68
+2.05%
 

Volatility

Jim’s Newest
Portfolio!

Portfolio Initiated
January 2017

 

NASDAQ
5914.34
+16.8
+0.28%
 
S&P500
2368.06
+6.93
+0.29%
 
NYSE
11519.84
+23.17
+0.20%
 
EUM
21.94
+0.13
+0.60%
 
GDXJ
35.7
-0.45
-1.24%
 
GGAL
38.47
+0.03
+0.08%
 
JO
19.51
+0.06
+0.31%
 
NASDAQ
5914.34
+16.8
+0.28%
 
S&P500
2368.06
+6.93
+0.29%
 
NYSE
11519.84
+23.17
+0.20%
 
EUM
21.94
+0.13
+0.60%
 
GDXJ
35.7
-0.45
-1.24%
 
GGAL
38.47
+0.03
+0.08%
 
JO
19.51
+0.06
+0.31%
 

Post of the Month

These are the Free once-per-month posts for non-subscribers.
Click Here to view all of Jim’s daily posts!

Market moves to risk off just before start of biotech conference season, opening for short term biotech trades? Adding Nektar to my Volatility Portfolio

Today, March 6, was a day for risk off. The indexes ended up negative for the day but not by a huge amount. The Standard & Poor’s 500 stock index, for example, was down just 0.33% on the day. Riskier indexes took a bigger hit. The NASDAQ Composite was off 0.37% and the small cap Russell 2000 was lower by 0.69%. The iShares NASDAQ Biotechnology ETF (IBB) was down 0.88%. But if you were looking for bigger drops today, the place to cast your eyes was on individual biotech stocks, especially those that had been rallying recently. For example, Incyte (INCY) was off by 1.85%. The Medicines Company (MDCO) fell 2.28%. Ionis Pharmaceuticals (IONS) got a double dose of downward pressure from the market in general and from bad news on a drug trial and tumbled 8.26%.This dip in biotech stocks comes at, what can I call it, a very interesting time. Especially if it continues for a day or two or three.

View Post

If not the VIX, what to watch for signs of volatility? I’m adding gold to my Volatility Portfolio

The most widely followed volatility measure, the CBOE S&P 50 Volatility Index (VIX), is going nowhere. The VIX, commonly known as the fear index, closed at 11.37 today, February 6 and it is stuck below both its 50-day moving average of 12.09 and its 200-day moving average at 14.01. Which doesn’t mean there’s no volatility or no fear in the markets. It’s just not reflected in the market for puts and calls on the S&P 500. Other measures, however, are flagging uncertainty in the financial markets.

View Post

My “when-to-buy” update on capturing long-term volatility with Facebook and Apple LEAPS options

Way back on January 5 I posted that 2017 looked like a very promising year for technology LEAPS, especially for Apple (AAPL) and Facebook (FB), two technology stocks where near term volatility has created promising opportunities. And I promised to follow up on what happened with these Apple and Facebook LEAPS as we got close to and then moved beyond the next earnings report. So what’s happened?

View Post

Emerging markets hang amazingly tough considering bad news from Mexico and Brazil

The IShares MSCI Emerging Markets ETF (EEM) is actually up 1.87% in the last five days and up 0.08% in the last month. Which is pretty stunning given that Brazil and Mexico, two of the biggest and more consequential of developing economies, have descended into something near chaos. And the path of those two economies suggests worrying possibilities for other emerging markets such as Turkey and the Philippines

View Post

China’s increasingly frantic, increasingly dangerous game of financial Whac-A-Mole

China faces a depreciating currency, a bond market that has switched from rally to sell off, huge outflows of cash, and what looks like a resurgence of inflation.Fixing one of these problems alone would be a huge challenge to the People’s Bank. The combination leaves the central bank with a situation where fixing one problem may just make the others worse. Increasingly the People’s Bank looks like it is rushing from problem to problem, giving  the crisis-of-day a whack and then rushing to figure out what’s likely to pop up next that will deserve a bash with the mallet. As anyone who has ever played the boardwalk game Whac-A-Mole knows, this kind of frenzy usually doesn’t result in anything good.

View Post

What’s up with volatility? Why is U.S. stock market volatility so low?

It’s not like there isn’t any volatility in the financial markets, ya know. The Federal Reserve is about to raise interest rates for the first time in 2016. The euro is tanking. The Italian government just collapsed. Oil prices have rallied on an OPEC production deal nobody really trusts. And the President-elect has managed to rile and/or confuse China and a good bit of the rest of the world–including the leaders of his own party who aren’t sure what to make of his call for a 35% tariff that could well set off a trade war. Yet with all of this, the Chicago Board Options Exchange S&P 500 Volatility Index (VIX) continues to drop lower almost every day.

View Post

Winners from yesterday’s OPEC agreement–after the tide that lifted all boats, that is

The entire energy sector was up today–but not every stock rose to the same degree. I think these themes defined the way that the market grouped stocks in the energy sector. Big gains went to U.S. oil from shale producers–and especially to producers with big positions in the low-cost Permian Basin.

View Post

Think the election is making the markets a little nervous? Just look at the VIX fear index–how much higher can the price of fear go?

The CBOE S&P 500 Volatility Index (VIX) soared another 8.79% today to 18.56 on news that a ABC News/Washington Post poll put Republican Donald Trump ahead of Democrat Hilary Clinton 46% to 45%, and on another inexplicable release from the FBI, this time of the record of its closed 2005 investigation of President Bill Clinton’s end of term pardon of fugitive financier Marc Rich. On October 24 the VIX closed at 13.02.

View Post

Market moves to risk off just before start of biotech conference season, opening for short term biotech trades? Adding Nektar to my Volatility Portfolio

Today, March 6, was a day for risk off. The indexes ended up negative for the day but not by a huge amount. The Standard & Poor’s 500 stock index, for example, was down just 0.33% on the day. Riskier indexes took a bigger hit. The NASDAQ Composite was off 0.37% and the small cap Russell 2000 was lower by 0.69%. The iShares NASDAQ Biotechnology ETF (IBB) was down 0.88%. But if you were looking for bigger drops today, the place to cast your eyes was on individual biotech stocks, especially those that had been rallying recently. For example, Incyte (INCY) was off by 1.85%. The Medicines Company (MDCO) fell 2.28%. Ionis Pharmaceuticals (IONS) got a double dose of downward pressure from the market in general and from bad news on a drug trial and tumbled 8.26%.This dip in biotech stocks comes at, what can I call it, a very interesting time. Especially if it continues for a day or two or three.

read more

If not the VIX, what to watch for signs of volatility? I’m adding gold to my Volatility Portfolio

The most widely followed volatility measure, the CBOE S&P 50 Volatility Index (VIX), is going nowhere. The VIX, commonly known as the fear index, closed at 11.37 today, February 6 and it is stuck below both its 50-day moving average of 12.09 and its 200-day moving average at 14.01. Which doesn’t mean there’s no volatility or no fear in the markets. It’s just not reflected in the market for puts and calls on the S&P 500. Other measures, however, are flagging uncertainty in the financial markets.

read more

My “when-to-buy” update on capturing long-term volatility with Facebook and Apple LEAPS options

Way back on January 5 I posted that 2017 looked like a very promising year for technology LEAPS, especially for Apple (AAPL) and Facebook (FB), two technology stocks where near term volatility has created promising opportunities. And I promised to follow up on what happened with these Apple and Facebook LEAPS as we got close to and then moved beyond the next earnings report. So what’s happened?

read more

Emerging markets hang amazingly tough considering bad news from Mexico and Brazil

The IShares MSCI Emerging Markets ETF (EEM) is actually up 1.87% in the last five days and up 0.08% in the last month. Which is pretty stunning given that Brazil and Mexico, two of the biggest and more consequential of developing economies, have descended into something near chaos. And the path of those two economies suggests worrying possibilities for other emerging markets such as Turkey and the Philippines

read more

China’s increasingly frantic, increasingly dangerous game of financial Whac-A-Mole

China faces a depreciating currency, a bond market that has switched from rally to sell off, huge outflows of cash, and what looks like a resurgence of inflation.Fixing one of these problems alone would be a huge challenge to the People’s Bank. The combination leaves the central bank with a situation where fixing one problem may just make the others worse. Increasingly the People’s Bank looks like it is rushing from problem to problem, giving  the crisis-of-day a whack and then rushing to figure out what’s likely to pop up next that will deserve a bash with the mallet. As anyone who has ever played the boardwalk game Whac-A-Mole knows, this kind of frenzy usually doesn’t result in anything good.

read more

What’s up with volatility? Why is U.S. stock market volatility so low?

It’s not like there isn’t any volatility in the financial markets, ya know. The Federal Reserve is about to raise interest rates for the first time in 2016. The euro is tanking. The Italian government just collapsed. Oil prices have rallied on an OPEC production deal nobody really trusts. And the President-elect has managed to rile and/or confuse China and a good bit of the rest of the world–including the leaders of his own party who aren’t sure what to make of his call for a 35% tariff that could well set off a trade war. Yet with all of this, the Chicago Board Options Exchange S&P 500 Volatility Index (VIX) continues to drop lower almost every day.

read more

Think the election is making the markets a little nervous? Just look at the VIX fear index–how much higher can the price of fear go?

The CBOE S&P 500 Volatility Index (VIX) soared another 8.79% today to 18.56 on news that a ABC News/Washington Post poll put Republican Donald Trump ahead of Democrat Hilary Clinton 46% to 45%, and on another inexplicable release from the FBI, this time of the record of its closed 2005 investigation of President Bill Clinton’s end of term pardon of fugitive financier Marc Rich. On October 24 the VIX closed at 13.02.

read more

Can Qualcomm “steal” NXP Semiconductor?

Thursday the Wall Street Journal reported that Qualcomm (QCOM) was in talks to buy NXP Semiconductor (NXPI) for somewhere around $30 billion or roughly $90 a share. On Friday Bloomberg reported that NXP had hired an investment bank for advice on any offer. For Qualcomm the deal would be a smart move

read more

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Juggling With Knives

This website is based on my book, Juggling with Knives. Both the book and website are about volatility in everything from stocks and bonds to real estate, and real life topics such as jobs and education.

This website keeps the content of the book fresh and the advice and strategies up to date. If you've purchased the book, you've earned a one year free subscription. Use the Coupon Code in the book to start your FREE subscription when you Subscribe on this website.