September 30, 2019 | AAPL, Daily JAM, Stock Alerts |
Today, Monday, September 30, the office of the U.S. Trade Representative denied Apple's (AAPL) request for relief from 25% tariffs on the optional wheels for the Mac Pro, a circuit board for managing input and output ports, power adapter, charging cable and a cooling...
September 30, 2019 | Daily JAM, Stock Alerts, TSN |
Ok, one lawsuit/investigation/class action action against a company is bad news, usually, for a stock. Two, though? Time to say, Move along. Especially when the company in question shows a remarkable ability to keep getting sued for the same practices. Back in April...
September 30, 2019 | Daily JAM, Short Term, Volatility, You Might Have Missed |
If you were an investor during the dotcom bubble of 1999 that turned into the dotcom bust of 2000 and then into an extended and painful bear market, then you now what we're seeing now isn't a comparable level of distress in the underpinnings of the financial markets....
September 30, 2019 | Daily JAM, Morning Briefing |
Just days after Bloomberg reported that the Trump Administration is thinking of restricting cash flows from US investors into Chinese companies, the People's Bank of China said it would step up stimulus measures to counteract the effects of the U.S.-China trade war....
September 29, 2019 | Daily JAM |
...that the financial markets will attempt to use this week's truckload of economic data to establish a trend line for the economy--that looks beyond the U.S.-China and impeachment news noise. The data deliveries start on Tuesday with the Institute for Supply...
September 28, 2019 | Daily JAM, Friday Trick or Trend |
Our regular (or occasional or perhaps occasionally regular) Friday series (actually running on Saturday this week) Trick or Trend looks at what might (or might not) be emerging investible trends. Exclusively on JAM. This post won't run anywhere else. Ever. Friday's...
September 27, 2019 | Daily JAM, Short Term, You Might Have Missed |
Consumer spending on goods and services, which accounts for about two-thirds of gross domestic product, increased by just 0.1% in August from July, the smallest gain in six months, according to the Commerce Department today. Personal income was up 0.4% in August....
September 27, 2019 | Daily JAM, Morning Briefing, Short Term, You Might Have Missed |
I think I know where this is coming from but the news certainty hit the market from left field today. Bloomberg is reporting that the Trump administration is discussing ways to restrict portfolio flows into China's stocks. Chinese companies traded in the United States...
September 26, 2019 | Daily JAM, Notes You Need |
In my daily trawling through the market I come upon lots of tidbits of knowledge that I think are important to investors but that don't justify a full post. I've decided to start compiling these notes here each day in a kind of running mini blog that I'm calling Notes...
September 26, 2019 | Daily JAM, MCD, Stock Alerts |
We knew this one was coming, right? Today, McDonald's (MCD) announced that it would begin a test of the PLT, the plant, lettuce and tomato burger, for 12 weeks in 28 restaurants in south-western Ontario. The move mirrors but trails (by six months) the introduction of...
September 26, 2019 | Daily JAM, Morning Briefing |
No big bad news story from China this morning, but the news trend continues to emphasize the downside. For example, this morning a U.S. official said the U.S. is unlikely to extend a waiver allowing American firms to supply China’s Huawei Technologies with technology...
September 25, 2019 | Daily JAM, Long Term, Special Reports |
This past week, on Tuesday and Wednesday, September 17 and 18, the Federal Reserve injected $128 billion into the short-term money market in an effort to control a liquidity crunch that threatens the Fed's ability to set short-term interest rates. On Thursday, it put...