Juggling With Knives

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

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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.)

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Jubak Picks

Top Stocks for
a 12-18 Month Horizon

Performance 2017:
+13.1%

Performance 1997-2017:
+483%

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Jubak Top 50

The 50 Best Stocks in the World

Jubak Top 50 Performance for 2019:
+21.19%

Performance for 2018:
-8.22%

Performance for 2017:
+28.1%

Performance for 2016:
+21.5%

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Post of the Month

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Oil falls to lowest level in five months; Brent breaks below $60 a barrel

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China promises to cut taxes, increase spending to stimulate economy

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Ominous weakening today, September 6, below the surface in U.S. stocks

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This market’s volatility puzzle–it’s as if investors and traders don’t think risk is climbing in the general market

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Next earnings season test after Netflix? Microsoft

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I’m buying the Utilities Select Sector SPDR ETF in my Perfect 5 Portfolio today

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Second quarter GDP forecasts start to come back to earth

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Here we go again: Argentina and Italy compete to see which can be the next Greece

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FDA and Nektar both shock on company’s opioid drug candidate; I’d buy more on weakness

Jan 15, 2020 | 0 Comments

Yesterday an advisory joint committee at the U.S. Food & Drug Administration voted to reject Nektar’s application for its new non-addictive opioid NKTR-181. The thinking–my thinking–was that the committee had structured the vote so that the most likely outcome was a narrow approval of the drug candidate that required further clinical trials by Nektar. Nope. The advisory committee voted for an outright rejection and the vote wasn’t even close at 27-0 against. Shock #1. Shock #2.

iPhone sales in China show double-digit growth in December

Jan 9, 2020 | 0 Comments

Apple’s iPhone shipments in China grew 18.7% year over year in December to roughly 3.18 million units, according to Bloomberg. (Bloomberg’s calculations are based on data from the China Academy of Information and Communication Technology, a government think tank. The growth rate is especially impressive given a drop in overall smartphone shipments in China of 13.7% ear over year in December.

Selling emerging markets short ETF EUM out of my Volatility Portfolio

Dec 18, 2019 | 0 Comments

I don’t know whether you’ve been able to hear it over all the other market noise–All the shouting on Brexit, for example–but there is a distinct and increasingly loud call from Wall Street that 2020 is the year to get back into emerging market assets. I don’t happen to agree with a lot of the thinking about why this is a good move now–but I think the crescendo of sentiment makes it dangerous to stand in the way of these bulls.

Adding JD.Com to my Volatility Portfolio on strength of Singles’ Day performance and ahead of Friday’s earnings report

Nov 12, 2019 | 0 Comments

Last time I owned Alibaba (BABA) e-commerce competitor JD.Com (JD) I got a 25% short-term pop over a matter of a couple of months. I think it’s time to go back to that trade again.

Re-adding tech pick Twilio to my Volatility Portfolio

Oct 24, 2019 | 0 Comments

Twilio is my favorite play in the red-hot cloud software platform sector. (To keep you up with the jargon, Twilio is the leading communications platform-as-a-service, or cPaaS, company.) Twilio develops APIs that allow customers’ software developers to add voice communications like phone calls, text messaging via SMS, video, and a wide variety of other types of communications into their software applications.

So how’s my “Tech is back” call (and picks of SWKS and CRUS) doing?

Oct 15, 2019 | 0 Comments

On October 8 I wrote “Tech is back” led by fact-based speculation that Apple (AAPL) had asked supplier to increase production of components for the iPhone 11 by 10%. That, obviously, was a good sign for Apple, which is set to announce earnings on October 30. And, I argued even better for Apple suppliers with their lower (and therefore easier to move) market caps and (in many cases) their lower price to earnings ratios. The first pick in that group Skyworks Solutions (SWKS), made on October 8 in my Volatility Portfolio on my subscription JugglingwithKnives.com and JubakAssetManagement.com sites, has done just fine. The stock is up 9.67% as of the close on October 15. My second pick, Cirrus Logic (CRUS) only went into that same portfolio yesterday.

My second pick for a tech better than Apple: Buying Cirrus Logic for my Volatility Portfolio

Oct 15, 2019 | 0 Comments

Friday, October 11, gave us another preview of tech stocks that would move up more than Apple (AAPL) as that stock itself rallies on reports that iPhone 11 sales are running so strong that Apple has asked supplier to up production by 10%.Apple shares gained 2.66% on Friday. My first pick of a tech stock that will do better than Apple, Skyworks Solutions (SWKS), only gained 0.60% on the day but the shares are up 8.10% since I added them to my Volatility Portfolio on October 8. On Friday, though, the day’s gains drew my attention to Xilinx (XLNX), up 3.67% for the day, and Cirrus Logic (CRUS), ahead 3.39%. My pick for making hay while the sun shines on Apple goes to Cirrus Logic and I’m adding those shares to my Volatility Portfolio on, Monday, October 14

I think we can call this a data dependent market for Friday

Oct 3, 2019 | 0 Comments

The trend in U.S. financial markets this week has pointed down on data that shows the U.S. economy is slowing. Certainly the disappointing numbers in both the manufacturing and services Purchasing Managers Indexes have supported that conclusion. That could all change with the release of the September jobs numbers tomorrow, Friday, October 3. Or maybe not.

First Quantum Minerals jumps 15% on speculation that “someone” is interested in an acquisition

Sep 20, 2019 | 0 Comments

Shares of First Quantum Minerals (FQVLF) are finally cheap enough to be drawing the interest of a possible acquirer. At least current management of the company thinks so.

Nektar’s plunge is a buying opportunity–so I’m adding more to my Volatility Portfolio

Aug 13, 2019 | 0 Comments

What we know about Nektar Therapeutics (NKTR) is pretty clear. On Thursday of last week, August 8, trading in shares of Nektar were halted on news from the company had manufacturing problems that resulted in some patients enrolled in the clinical trials for the company’s NKTR-214 cancer drug receiving drugs that were less effective than the correctly manufactured drug. Two of the 22 batches of NKTR-214–Lots 2 and 5 to be precise–were less effective than the other 20 batches and patients given those batches did not respond as well in the trials as those patients who received the correctly formulated batches.

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Juggling With Knives

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.