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Jan Von Braun

Jan Von Braun
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  • JPMorgan (JPM -4.1%) fights speculation its CIO loss could reach $9B by leaking its own expectations it'll be between $4B-$6B, reports Kate Kelly. That amount is still significantly higher than the $2B originally reported by Jamie Dimon last month. The lines are drawn. Earnings are set for July 13.  [View news story]
    If someone has a defaulted mortgage that they can't pay, that is often their own fault. Dimon's legal obligation is to make money for shareholders, not subsidize people who bought houses that were too expensive for their situations.
    Jun 28 04:49 PM | Likes Like |Link to Comment
  • JPMorgan's (JPM) trading loss could reach $9B, say people briefed on the situation, with red ink piling up as JPM moves faster than expected to exit its money-losing positions. Jamie Dimon was way off when he warned in May that the initial $2B loss could double in coming quarters. JPM will disclose more details in its July 13 earnings report.  [View news story]
    This is earnings for ONE quarter. Future EPS is fine, the loss has already been priced in. It just affects trust in the bank, which is a separate but important issue.
    Jun 28 10:30 AM | 2 Likes Like |Link to Comment
  • As Western Economies Totter, Don't Overlook Explosive Growth In Africa [View article]
    The main issue is an actionable way to play Africa's GDP growth. There just aren't transparent, well-regulated stock markets in many countries where foreigners can trade.

    The only ones I would touch with some degree of safety and interesting companies are South Africa, Morocco, maybe Kenya, maybe Egypt, and Nigeria if I'm feeling crazy that day. As it is impossible to trade on most local exchanges without using a local broker, it just doesn't work. Some African countries have dual-listings on European exchanges, but for the most part investing in African companies themselves is overly risky and expensive.
    Jun 19 06:16 PM | Likes Like |Link to Comment
  • As Western Economies Totter, Don't Overlook Explosive Growth In Africa [View article]
    "Don't overlook explosive growth in Africa"

    I have, and I will. The corporate governance just isn't there. The best way to play Africa is with big US multinationals, however indirect a play that is.
    Jun 19 02:03 PM | 4 Likes Like |Link to Comment
  • Losing Egypt Won't Be A Disaster For Apache [View article]
    Wow so much scare-mongering over the Muslim Brotherhood. They won't change the situation that much and are very unlikely to expropriate any Western companies.

    Think Turkey, Part II. Is anyone here scared of Turkey. Their government is Islamist too with the military behind the scenes ready to act if things get too crazy, which they usually don't.
    Jun 19 12:58 PM | 1 Like Like |Link to Comment
  • Saving For A Child's Education? Try Reinvesting The Dividends Of These 10 Stocks [View article]
    Because I think she will be as smart as her old man.
    Jun 18 08:11 PM | Likes Like |Link to Comment
  • It Isn't How Much You Make - It's How Much You Keep [View article]
    Maybe you should short HDGE, just to be ironic.
    Jun 18 04:11 PM | 2 Likes Like |Link to Comment
  • Saving For A Child's Education? Try Reinvesting The Dividends Of These 10 Stocks [View article]
    I'll bet your daughter will not attend college, but will instead attend a fine technical school or apprenticeship program.
    Jun 18 01:07 PM | Likes Like |Link to Comment
  • The Benefits Of Averaging Down [View article]
    Averaging down is fine, buying the first leg or two of a position in stock and selling puts on the stock at your lower desired prices for the other legs is arguably better, if you are comfortable with options. I enjoy getting paid to set my limit orders.
    Jun 15 03:08 PM | Likes Like |Link to Comment
  • Retirement Portfolio: Buy American [View article]
    I prefer to buy Chinese. Does that make me a bad person?
    Jun 15 03:01 PM | Likes Like |Link to Comment
  • If You Believe In Dividend Investing, You Should Buy Cyclical Companies, Not Consumer Staples [View article]
    What do you mean by calling dividend investors "those people"?
    Jun 15 02:38 PM | 7 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Watch the world crumble once Syriza wins elections over the weekend and reneges on the bailout terms immediately.

    The fiat Eurozone was never meant to last.
    Jun 15 08:02 AM | 2 Likes Like |Link to Comment
  • Coca-Cola (KO +0.9%) says it will start doing business in Myanmar as soon the U.S. government gives it the go-ahead in a move that follows up word that Chevron and Exxon also plan to pour resources into the nation. After Coca-Cola ends its 60-year suspension in the nation, only Cuba and North Korea will be left as countries that the company doesn't do business in. [View news story]
    They should get back into Cuba soon too. Viva la revolucion!
    Jun 15 07:58 AM | Likes Like |Link to Comment
  • Too Cheap To Ignore: Dividend Equities For The Long Haul (Part II) [View article]
    I wouldn't call MO and KO cheap these days.
    Jun 15 07:57 AM | 2 Likes Like |Link to Comment
  • The State Of The Energy Sector [View article]
    First this author makes a ton of simple mistakes on the tobacco sector, now he completely misunderstands the energy sector. This is ridiculous.
    Jun 15 07:56 AM | Likes Like |Link to Comment