Notes You Need
Notes You Need for September 25: MSFT market fuel, cost of car ownership, Goldman fine, Micky Dee franchise fees up, CSCO buys SPLK
I haven’t done one of these in a while, but I think that this current market is throwing up lots of hints that might contribute to an investing thesis but that don’t deserve a full post. So here I go with Notes You Need again.
Notes You Need for December 28: Air travel, $15 minimum wage, BMW electric car and charging point estimates, gold rally, dollar decline, coronavirus checks, coronavirus vaccinations lag, climate change insurance costs, retail debt downgrades
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 feature on JubakAM.com on December 1, 2016. It runs only on JAM and won’t appear anywhere else. (Because I haven’t done one of these in a while and because there’s so much news, this might run on for a while.) For example, today at 10:20 a.m. I posted: More than 2.4 million people moved through TSA airport checkpoints this past weekend. That’s about 50% down from the number of people who went through airports in the two days after Christmas in 2019. But it’s the busiest weekend since March. More than 1.28 million people traveled Sunday, the biggest number since 1.52M people flew on March 15. Air travel hit a low of 90, 500 people flying on April 12. The CDC has advised, and state health officials have pleaded, for people to stay home for the holidays in an effort to damp the surge in coronavirus infections.Â
Notes You Need for August 5: GOLD, WMT, AMZN, CMI, INTC, PXD, Quicken Loans IPO
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...Notes You Need for June 30: Macao gaming stocks, FDA standards for approving a COVID-19 vaccine, AAL jobs, Nevada casinos, DNR misses interest payment, Airbus cuts jobs, Qualcomm wearable chips
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...
Notes You Need for June 16: China coronavirus again, LNG borrowing, North Korea, Florida coronavirus, UAL, mortgage profits, Brazil coronavirus, reluctance to fly
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...
Notes You Need for June 12: YUM, GRUB, PRTY, LULU, HBI, MRNA, Delhi coronavirus
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...
Notes You Need for May 12: Facebook, India coronavirus rescue, Brazil’s rightwing politics, Boeing sees major U.S. airline folding in fall, Intel funds AI and chip design startups, savings interest rates tumble, Wuhan to test 11 million, Intel robotaxi acquisition
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...
Notes You Need for April 28: Mall re-openings, Macao casino traffic, consumer confidence drop, reverse split for USO, China GDP target, TSLA vs Xpeng, Samsung forecasts drop, $565 expected in infrastructure stimulus in China
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...
Notes You Need for April 23: jobless claims, Gap rent stop, Equinor oil dividend cut, China local government bonds, Covid-19 antibody tests, SQM, UAL dilution
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Notes You Need for April 14: Grubhub, India manufactures shut, DAL, airline bailout, GOOG, FB, digital ad drop, movie theatre, Macao gaming, PayPal
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...
