Notes You Need
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.”
Notes You Need for May 9: Qualcomm quits, Iran fallout, WMT and FlipKart, whole sale inflation, Treasury auction, California roof top solar
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. A representative item will look like the from today: “10:20 a.m.: Bloomberg has reported that Qualcomm (QCOM) is considering exiting the market for server chips. Qualcomm started production shipments of its ARM-based 48-core Centriq 2400 server processors only last November. A Qualcomm retreat would be good news for Intel (INTC) and its 50% margins on its server chips with their $5 billion a quarter revenue rate.”
Notes You Need for May 4: Apple and Buffett, Argentina again, more from Musk and Tesla, Buffett and IBM, earnings growth exceeds expectations, U.S. rig count, return of FAANG
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. A representative item resembles this from today: “11:40 a.m.: Warren Buffett says Berkshire Hathaway has completely sold all its shares of IBM. At the end of the fourth quarter, Berkshire Hathaway held 2.05 million shares of IBM.”
Notes You Need for April 13: Google and right to be forgotten, Amazon, BA, rig count, Uber, USPS, NFLX, gold ETFs
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 example of an entry: “This morning the Trump administration issued an executive order setting up a task force to examine the operations and finances of the U.S. Postal Service. Section 3 says “The Task Force shall conduct a thorough evaluation of the operations and finances of the USPS, including: (i) the expansion and pricing of the package delivery market and the USPS’s role in competitive markets.” Think that could mean Amazon’s (AMZN) contract for package delivery?”
Notes You Need for April 3: Declines in household net worth, Brazil elections, Apple, INTC, Eurozone manufacturing, TSLA, F, GM
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. A representative item resembles this from today: “11:20 a.m.: Yesterday Bloomberg reported that Apple (AAPL) is planning to use its own chips in its Mac computers as early as 2020. Those computers currently run on Intel (INTC) chips and Apple is the source of about 5% of Intel’s revenue. The change would replace the only major processor components designed by a company other than Apple from Apple’ products line and would give Apple control of the timelines for introducing new models rather than relying on Intel’s schedule for new processors.”
Notes You Need for March 29: German inflation, TSLA production short again, Facebook, ACXM, soybeans vs. corn, AT&T vs CSCO
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. A representative entry resembles this from today: “10:40 a.m.: Tesla (TSLA) is coping with what looks like another quarter of lagging production for its Model 3. Deutsche Bank is projecting that production averaged just 800 cars a week in the first quarter. The weekly run rate, the bank’s analysts say, is now approaching 1,100 cars. That’s well short of the 2,500 cars a week that CEO Elon Musk had targeted for the first quarter. I’m not sure that this will be a big surprise to Tesla investors.”
Notes You Need for March 16: ADBE, Apple target price, energy MLPs, rig count
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. A representative items resembles this from today: “10:20: Wall Street analysts rushed to raise their target prices for Adobe Systems (ADBE) after the company beat earnings and revenue estimates yesterday. The stock closed yesterday at $218.87 and was up 3.05% at $225.55 at the close today. BMO Capital Markets raised its target price to $260 a share from $205. Stifel took its target to $250 from $230.”
Notes You Need for March 14: Japanese bonds, Kudlow to replace Cohn, China growth above expectations, Chinese tariff package doubles, crude inventories rise, Ford recall
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: “10:20 a.m.: Not a single 10-year note traded in Japanese markets yesterday. The Bank of Japan now holds 40% of all Japanese government debt. Add in such buy-and-hold investors as pension funds and life insurance companies and there’s just not much Japanese Government paper to buy or sell–especially for the 10-year benchmark. My favorite comment was this from Barclays Securities Japan rates strategist Naoya Oshikubo to Bloomberg: “The JGB market was generally thin.” This would seem to suggest that the Japanese government’s policy of buying bonds to reduce interest rates and weaken the yen has reached an endpoint–in the government bond market anyway.”
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