Notes You Need
Notes You Need for September 27: TWTR, TSLA, NVDA, BABA, Japan election, U.S. distressed communities, Japan’s mobile payments J Coin, GDP growth estimates in tax plan
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Notes You Need for September 20: Apple, Airbnb, home sales, U.S. crude inventories, iPhone8
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Notes You Need for September 15: Coffee, lithium, SQM, wind power, retail sales, U.S. oil production, DVN, biotech, Acadia Pharmaceuticals, 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. I launched this new feature on JubakAM.com on December 1. It runs only on JAM and won’t appear anywhere else. For example, 10:20 a.m.: Coffee-fanatic favorite Blue Bottle has been acquired by Nestle.
Notes You Need for September 12: China’s yuan, VIX, natural gas, BABA, Brexit, Apple
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. For example, 10:20 a.m.: It looks like China’s monetary authorities are starting to relax about the yuan.
Notes You Need for September 11: Rig count, Whole Foods traffic, opioids, North Korea
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.: On Friday Baker Hughes reported that the total of working drilling rigs in the United States had climbed one to 944 for the week. That follows on an increase of three in the rig total last week.
Notes You Need for September 7: Initial claims, productivity, natural gas, DE, QCOM
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. 10:20 a.m.: Initial claims for unemployment in the week ended on September 2 rose by 62,000 to 298,000.
Notes You Need for August 24: Hurricane Harvey, Apple TV, Fed balance sheet, Amazon cuts Whole Food prices, natural gas
Times listed are when I wrote the specific post (New York time.)
10:20 a.m.: The worst storm to hit the oil refineries on the Gulf Coast since Hurricane Wilma in 2005 is on a track to come ashore near Corpus Christi, Texas, on Friday. Hurricane Harvey with its 85 mile an hour winds and drenching rain is likely to disrupt gasoline production and curtail oil and natural gas demand. U.S. crude benchmark West Texas Intermediate closed down 1.63% today. Gasoline, on the other hand, rose 2.35% on anticipation that the storm will curtail supply. 10:40 a.m.: The usual reliable but unnamed sources have said that in September Apple (AAPL) will announce a new Apple TV set-top box that will include a faster processor capable of streaming higher-resolution 4K video. Apple is also said to be testing an updated version of its TV app that can aggregate programming from apps that already offer live streaming.
Notes You Need for August 22: Euro, tax cut accounting, iPhone 8 features, Cheniere Energy, oil supplies, August trading volumes
10:20 a.m.: The euro is trading down today after the latest ZEW sentiment surveys for the Eurozone and Germany both missed expectations. The German report that a stronger euro was hitting exports. The euro traded below the recent $1.18 price against the dollar. 10:40 a.m.: There’s not much leaking out about the Republican plans for a tax cut but one idea apparently being passed around would change the accounting for things like expiring tax breaks in order to give the authors of any tax bill rom for about $450 billion in tax cuts that wouldn’t need to be offset with revenue increases.
Notes You Need for August 21: Apple Music, Dow Jones 50-day moving average, Amazon two-month low, volatility
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...
Notes You Need for August 18: QCOM AI acquisition, China natural gas. retail closing, emerging market ETFs, China housing prices, Jackson Hole schedule, rig count, Facebook marketplace
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...
