November 20th, 2019, 4:55 PM
The Energy Information Administration reported today that U.S. oil inventories at the Cushing, Oklahoma hub fell by 2.3 million barrels. That was the biggest draw down in inventory at Cushing in three months. Supplies at the Cushing Hub reflect production in the U.S. oil shale basins. Total U.S. crude inventories rose by 1.4 million barrels […]
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November 20th, 2019, 4:32 PM
As you might imagine, this complicates things. Just as U.S. and Chinese negotiators struggle to put together a Part 1 deal to de-escalate the U.S.-China trade war, the two houses of the U.S. Congress are moving to pass legislation that would support pro-democracy protestors in Hong Kong. China has officially labeled the legislation a gross […]
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November 19th, 2019, 3:19 PM
Merck (MRK) has announced that it will raise its quarterly dividend by 11% to 61 cents a share in the first quarter of 2020. The dividend will be paid on January 8, 2020 to shareholders of record on December 16, 2019. When I revised my Dividend Portfolio holdings last week I put more emphasis on […]
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November 19th, 2019, 2:58 PM
Apple (AAPL) shipped 10 million iPhones in China during September and October, according to Bloomberg. That would be an increase of 6% from the same period in 2019. The projections add to speculation that sales of the iPhone 11 are running ahead of Wall Street expectations. In an effort to increase iPhone sales in China […]
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November 19th, 2019, 1:58 PM
Oil prices are down significantly today, November 19, on speculation that data to be released tomorrow will show a fourth straight weekly increase in U.S. oil inventories and nervousness about a successful conclusion to U.S.-China Part 1 trade talks. As of 1:30 p.m. New York time U.S. benchmark West Texas Intermediate was down 2.89% to […]
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November 18th, 2019, 4:58 PM
After the close on November 14 Nvidia (NVDA) announced fiscal third quarter 2020 quarterly earnings of $1.78 a share, 20 cents a share above the Wall Street consensus. Revenue of $3.10 billion was $92.21 million above projections. Chip stocks are currently among the hottest performers in the technology sector and the market as a while. […]
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November 18th, 2019, 3:06 PM
The oil markets aren't amused today, November 18, at news that even at a reduced price investors are balking at buying shares of Saudi Aramco's initial public offering. Crown Prince Mohammed bin Salman had initially set a goal for the sale of reaching a valuation $2 trillion. Now, after cutting back the size of the […]
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November 16th, 2019, 5:13 PM
...a pause in the news flow. The week ahead won't be completely quiet, of course. There's the little matter of the Part 1 agreement to settle some of the issues in the U.S.-China trade war. If this last week is any indication, we'll have lots of "announcements" from the White House trade team and even […]
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November 16th, 2019, 2:14 PM
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. The New York Federal Reserve Bank is forecasting that fourth quarter GDP will grow by […]
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November 15th, 2019, 4:44 PM
Well, duh. Yesterday Fed chairman Jerome Powell told the House Budget Committee that"we're in a world of much lower interest rates." He seemed to shrug his shoulders at the prospect as if to say, Hey that's what it is and the Fed doesn't have much power to change that trend. Today, in the latest version […]
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