Notes You Need
Notes You Need for September 5: China services, lithium stocks, rig count, Randgold, Nvidia
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...
Sector Monday for Sector Monday Week: Streaming media market getting even more competitive, which is bad news for Netflix valuation
Sector Monday is my regular (or occasionally regular) post on the investible trends in a timely sector. I'm filling the first of the two weeks while I'm on break in Sicily (it's nasty work but some has to do it) with a week of Sector Monday posts. Normally these posts...
Notes You Need for July 19: AMZN, ABT, IBM, AA, CSCO, QCOM deal, initial claims, Japan trade, President on dollar and Fed, Russia GDP, White House Fed walk back
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 July 12: Quits rate, waterfront real estate, QCOM to walk, EuroZone growth cut, Chinese AI, airline ticket prices, MCD salads, AT&T appeal
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 for July 9: Cheese tariffs, Brexit threat, PFE, Groupon, TWTR, Syncrude, financials lead
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 29: Inflation, consumer spending, oil prices, tariffs, EuroZone inflation, U.S. deficit, rig count, GM warns on tariff effect on jobs
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 14: Initial claims for unemployment, airline fares, QCOM server chips, Intel iPhone chips, retail sales, Amazon in Brazil, El Nino
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Notes You Need for June 4: Maple Syrup, gas prices, housing affordability, airline profits
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. This item from today is a representative sample: “11:40 a.m.: Global airline profits this year are projected to slide from the record reached in 2017, according to the International Air Transport Association, as a result of higher fuel and labor costs. Net income for 2018 is likely to total $33.8 billion, 12% lower than a December forecast for $38.4 billion from the group. The new forecast compares with an all-time high of $38 billion in airline profits in 2017.”
Notes You Need for May 22: China auto tariffs, Pope disses derivatives, Italy euro exit, U.S.buybacks surge, GE looks to sell insurance unit, Iran punch in the mouth, airline capacity
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. This post from today is a representative item: “1:40 p.m.: Capacity growth in the domestic airline sector is tracking at a 4.0% year over year increase with capacity on track for 4.5% domestic growth and 0.4% international growth, according to airline market analysts at Wolfe Research. Airlines have not put expected summer cuts in capacity into place yet, Wolfe noted, but the company expects capacity moves due to higher fuel costs to begin in the next couple of weeks. Cuts in capacity are usually good news for airline stocks.
Notes You Need for May 18: Restaurant traffic woes, Amazon grocery discounts, rig count, dollar climbs again, continued pressure on Amazon postal rates
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. This item from today is a representative sample: “3:40 p.m.: The U.S. Dollar Index recorded its fourth weekly gain in the past five weeks, rising nearly 4.5% during that period. It’s interesting to speculate what the price of oil would be now without that dollar advance. Since oil trades in dollars, the price of a barrel of oil falls when the value of a dollar rises against other currencies.”
Notes You Need for May 15: TGT, NAFTA, Mexico election, China economy, 10-year Treasury yields at 3.06%, Korea summit, China Treasury holdings
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. Today’s 10:20 post is a representative item: “10:20 a.m.: Target (TGT) has cut its next-day delivery fee nearly in half in one of the most visible efforts to capitalize on Amazon’s (AMZN) decision to raise the price of its annual Prime membership to $119 from $99. Target has dropped the delivery price for household essentials to $2.99 from $4.99 and waived it altogether for customers paying with a Target card. The Target Restock service lets shoppers get 35,000 everyday items like paper towels and baby food for a flat delivery fee. And as Target noted in announcing the cuts, “Membership fee? Nope.” Target has also teamed with Google Home to let customers restock with a voice command using Google’s Alexa.”
