Saturday Night Quarterback says, For the next week expect…
A very heavy week for earnings will reach a crescendo on Thursday, November 2 with reports from Alibaba and Apple. The excitement isn’t surprising after the huge earnings that Amazon (AMZN), Alphabet (GOOG), Microsoft (MSFT), and Intel (INTC) delivered this past Thursday, October 26. This week Facebook (FB) is the Wednesday, November 1, Â warmup act.
How’s your portfolio doing in this “elephant” market?
For 2017 though the end of September, the FANG stocks–Facebook, Amazon, Netflix, Google (Alphabet)–and friends such as Apple and Microsoft have contributed 29% of gains in developed economy stock markets. Pretty hefty concentration, you say. But, if your looking for a market really dominated by elephants shift your gaze to emerging markets.
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.
What? Wait a minute! Not everything is perfect at Alibaba?
I'm on vacation until September 6. I wrote this post on August 24 before I left. On August 17 Alibaba Group Holding (BABA) reported another blowout quarter. Non-GAAP earnings per share climbed 65% and revenue rose 56%. And... on its conference call Alibaba repeated...
Apple’s newest China problem
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Notes You Need for August 15: Equity allocation peak, China July new loans, most shorted stocks, inventories grow faster than sales, Alibaba, retail sales, December interest rate move odds
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Alibaba blows the top out on growth forecast
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 December 7: Updated at 7:20 p.m. with Japanese casinos and real estate, Alipay, Alibaba, China’s e-wallets, oil, and Moody’s downgrade of Italy
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...Great earnings at Alibaba but real worries too
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...Alibaba’s 59% increase in revenue puts growth worries to bed
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Alibaba pays $1 billion to drive into Southeast Asia
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