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Archive for September, 2019

How does a company navigate this tariff mess? Apple gets tariff waivers on 10 Chinese parts but not on 5 others.

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 system for the computer’s processor. The decision comes about a week after […]

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Two strikes and it’s time to sell Tyson out of my 50 Stocks Portfolio

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 2019 four of the largest U.S. beef-packing companies were accused of violating […]

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Are the foundations of this market looking a little ragged?

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. Which doesn't means that there isn't some […]

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The People’s Bank responds to Friday’s financial market access gambit from White House

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. Those steps will include ensuring that the financial sector has adequate liquify and […]

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Saturday Night Quarterback (on a Sunday) says, For the week ahead expect…

...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 Management's Purchasing Managers Index for September. The index showed the manufacturing sector in contraction […]

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Trick or Trend: Get ready for river of “news” as U.S.-China trade talks near

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 trade talk news is a good example of what to expect for the next […]

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August numbers say U.S. consumer is in decent shape; business investment still lags

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. Which makes the lag in consumer spending a little worrying since it suggests […]

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Market retreats on news that Trump administration is looking at ways to restrict U.S. portfolio flows into China

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 were under pressure in today's trading as traders and investors, operating without […]

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Notes You Need for September 26: Income inequality, Nestle enters plant burger market, Pelaton IPO disappoints in first day of trading

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 You Need. I launched this new […]

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McDonald’s announces test of Beyond-Meat-based PLT

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 the plant-based Impossible burger Whopper at Burger King. (Which […]

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