Notes You Need
November 7, 2017 | Daily JAM, Notes You Need |
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. Blog items are posts like this from today: “12:20 p.m.: China’s Ministry of Commerce has cleared the proposed merger of Potash of Saskatchewan (POT) and Agrium (AGU)–providing diverse its minority positions in Arab Potash and Sociedad Quimica y Minera de Chile (SQM) within 18 months.”
November 6, 2017 | Daily JAM, Notes You Need |
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. Those daily posts includes itms such as this from today: “Another chair to open up at the Federal Reserve in 2018. This time it’s at the head of the Federal Reserve Bank of New York where William Dudley will retire by mid-2018. Dudley’s term didn’t expire until 2019. The New York Fed plays a critical role in handling the Fed’s open market operations and Dudley has been one of the strongest advocates for the Fed’s policy of monetary stimulus in the years since the financial crisis. The New York Fed, rather than President Trump, will conduct the search and pick a new head to run the bank and to occupy the bank’s seat on the Fed’s governing body. I have to wonder that if, at some point, the financial markets start to worry about the huge drain in expertise at the top of the Fed with the departure of chair Janet Yellen, vice-chair Stanley Fischer, regulatory head Daniel Tarullo, and now Dudley.”
November 3, 2017 | Daily JAM, Notes You Need |
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. Items in this mini-blog include mentions like this one: “10:20 a.m.: Japan’s stock market was closed today but the Nikkei 225 index gained 2.4% for the week continuing its post-election run higher.”
October 23, 2017 | Daily JAM, Notes You Need |
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. It includes items like this from today: “10:40 a.m.: A teardown by iFixit showed that the Visual Core chip from Google’s new Pixel 2 phone is built on an Intel (INTC) chip. A Google spokesperson told CNBC that the “Pixel Visual Core is a custom designed process from Google” that the company built “with Intel.” Google also confirmed the Alphabet’s Wayne self-driving technology uses Intel chips.
October 19, 2017 | Daily JAM, Notes You Need |
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 items include this one: “10:40 a.m.: Alphabet’s (GOOG) investment arm, CapitalG, has led a $1 billion round of investment in Lyft. The new round values Lyft at $11 billion. The funding is significant since Alphabet has been a big supporter of Uber and this investment suggests that Alphabet’s Waymo autonomous vehicle unit will work more closely with Lyft.”
October 18, 2017 | Daily JAM, Notes You Need |
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. It runs only on JAM and won’t appear anywhere else. The blog includes items such as this from today: “11:20 a.m.: NAFTA worries take a bite out of Mexican peso with the currency down 7% against the dollar in the last month. At 19 pesos to the dollar, the currency is still above the 21 pesos to the dollar level it sunk to at the beginning of the year. Still this isn’t goo background as the country heads into a presidential election scheduled for July 1, 2018.”
October 17, 2017 | Daily JAM, Notes You Need |
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. It runs only on JAM and won’t appear anywhere else. Such as these items: “10:20 a.m.: The ZEW survey for October showed economic sentiment iamong German investors climbing to 17.6 from 17.0 points in the previous month. The index, however, still remains below the long-term average of 23.8 points” and “10:40 a.m.: Japan’s Nikkei stock market index recorded its eleventh straight gain today. The market hasn’t had a losing session yet in October. In that period the Nikkei is up 4.8% on growing conviction that Prime Minister Shinzo Abe is headed to a smashing election victory that will assure the continuation of Abe-nomics and a weak yen.”
October 16, 2017 | Daily JAM, Notes You Need |
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. It runs only on JAM and won’t appear anywhere else. It includes items such as this: ” 10:40 a.m.: An oil spill in the Gulf of Mexico last week is the largest since the 2010 blowout at BP Macondo well sank the Deepwater Horizon rig. The Delta House floating production facility about 40 miles southeast of Venice, Louisiana, released 7,950 to 9,350 barrels of oil on October 13, according to operator LLOG Exploration.
October 12, 2017 | Daily JAM, Notes You Need |
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. For example, “10:40 a.m.: Taiwan’s Fair Trade Commission has fined Qualcomm (QCOM) a record $773 for antitrust violations. The commission says Qualcomm violated antitrust laws for at least seven years and collected about $13.2 billion in local licensing fees during that period. The commission also ordered Qualcomm to revise deals forcing competitors to provide sensitive information including pricing, customer names, and model names.”
October 9, 2017 | Daily JAM, Notes You Need |
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. For example, 11:20 a.m.: “Aegis Capital reports that it expects “less negative” ad growth for Twitter (TWTR) in the third quarter but notes that the company continues to face an uphill battle to convince advertisers to shift budgets to the platform. Aegis cites tough competitive environment for online ad dollars, rise of new competition like Amazon (AMZN) and Snap (SNAP), better ROIs on competing online ad platforms, and overall ad industry pressures. Aegis retained its sell rating on the shares.”
October 6, 2017 | Daily JAM, Notes You Need |
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. For example, “10:20 a.m.: Oil was up on speculation that Tropical Storm Nate would rise to the status of a hurricane and then hit the Gulf Cost, disrupting refineries and oil export platforms again But now oil is down on speculation that the storm won’t hit the Gulf Coast has hard as previous speculation suggested.”
October 5, 2017 | Daily JAM, Notes You Need |
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...
