Spencer Jakab

New York

Investing Columnist at The Wall Street Journal

Founder and Author at TheHungarianContrarian

I rite good. Formerly WSJ Heard on the Street Global Editor, now @WSJ investing newsletter guy (sign up link in bio).

Articles

Stock Rallies Are Losing Their Oomph

4 days ago | wsj.com | Spencer Jakab

Michael J. Fox and Christopher Lloyd in "Back to the Future Part III." The last time stocks did as as well as they did in May, the movie was dominating the box office. (Getty Images)đź”Ž This is an online version of Spencer's Markets A.M. newsletter. Get investing insights in your inbox each weekday by signing up hereâ€”itâ€™s free. đź“§Sell in May and go away? That old market trope would have been awful advice this year.
ChatGPT Wrote Nvidia's Wild Story

1 week ago | wsj.com | Spencer Jakab

This is an online version of my Markets A.M. newsletter. Get investing insights in your inbox each weekday by signing up here—it’s free. You know a company’s earnings are a big deal when CNBC displays an on-air countdown clock in the run-up to the results. In the last two-and-a-half years, Nvidia has gone from a fairly successful chip maker to the most-followed company on the planet—and briefly, the most-valuable one. Another positive earnings surprise this afternoon would be its 10th in a row.
Elite CEOs Don’t Need Earnings Guidance

3 weeks ago | wsj.com | Spencer Jakab

This copy is for your personal, non-commercial use only. Distribution and use of this material are governed byour Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contactDow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/business/elite-ceos-dont-need-earnings-guidance-a0e5de93
最もシンプルな投資戦略こそ最も高収益

3 weeks ago | jp.wsj.com | Spencer Jakab

特に簡単な手法が最高のリターンを生み出している　高配当株への投資は特に効果的な投資戦略の一つだが、そのリターンを簡単に高められる方法がある。　「時間とともに配当を着実に増やしている企業は、長期的に最高の市場パフォーマンスを上げる」という考えに基づき、何十本ものファンドの運用資金や保守的な投資家の何千億ドルもの資金が投資されている。Copyright ©2025 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8ウォール・ストリート・ジャーナル日本版今すぐ購読する Special Advertising Section アクセスランキング
Tariff Saga Has a Hollywood Storyline

3 weeks ago | wsj.com | Spencer Jakab

Jon Voight speaking at President Trump's victory rally in January. The president floated a tariff on foreign-made movies after meeting with the actor more recently. (Scott Olson/Getty Images)This is an online version of our Markets A.M. newsletter by Spencer Jakab. Get investing insights in your inbox each weekday by signing up here—it’s free.
The Most Profitable Dividend Strategy Is the Simplest

4 weeks ago | wsj.com | Spencer Jakab

Investors have piled into funds offering variations on dividend investing, but one of the easiest methods has produced the highest returnThis column originally appeared in the WSJ’s Markets A.M. newsletter. You can sign up here to receive it in your inbox every weekday. It’s one of the most successful investing strategies, but you can easily do better. Copyright ©2025 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8Subscribe NowAlready a subscriber? Sign In
The Most Profitable Dividend Strategy Is the Simplest

4 weeks ago | finance.yahoo.com | Spencer Jakab

Investors have piled into funds offering variations on dividend investing, but one of the easiest methods has produced the highest return.
从新台币巨震看贸易战给美国带来的危险

4 weeks ago | cn.wsj.com | Spencer Jakab

在外国投资者眼中，美国资产尤其是美国国债是非常安全的，其违约概率可能连一百万亿分之一都不到，但本周新台币兑美元的“核爆式”飙升却给人们拉响了警报。台湾人口与佛罗里达州大致相当，陆地面积约为后者四分之一。对于这个实行民主制度的既小又遥远的岛屿，美国人多半只知道两件事：一，这个地方可能成为美国和中国爆发军事冲突的导火索，中国一直将台湾视为自己的一个叛离省份；二，台湾是半导体领域的大佬。Copyright ©2025 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8立即订阅热门文章热门视频
You Have a Message From Taiwan

1 month ago | wsj.com | Spencer Jakab

This is an online version of our Markets A.M. newsletter by Spencer Jakab. Get investing insights in your inbox each weekday by signing up here—it’s free. With about the same population as Florida, and a fourth of its land area, the island democracy is a small and faraway place. Americans mostly know it for two things—as a possible military flashpoint between the U.S. and China, which considers it a rogue province, and as the dominant force in semiconductors.
I Picked The Wrong Month To Stop Sniffing Glue

1 month ago | spencerjakab.substack.com | Spencer Jakab

Back when I was in elementary school in the late 1970s, what my friends and I wanted to be when we grew up came up from time-to-time. The number one answer by far was “photographer for Playboy,” followed by drummer for KISS. A few degenerates wanted to be lawyers. Now that I’m middle-aged, I understand that the best job in the world is one that provides a decent living without feeling like work—one you’d still show up to do tomorrow if you won the lottery.