Notes You Need for October 6: oil and Nate, Apple iPhone 8 batteries, euro, rig count, German GDP, Amazon drug distribution, CVS, General Cable

Notes You Need for October 6: oil and Nate, Apple iPhone 8 batteries, euro, rig count, German GDP, Amazon drug distribution, CVS, General Cable

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.”

Tech breakdown starts to look serious

Tech breakdown starts to look serious

The conventional wisdom at the end of last week was that we were witnessing a rotation out of tech shares and into financials and small cap stocks. In other words, nothing to get  too concerned about. Apple (AAPL) was a special case as surveys of retail channels showed weak sales for the iPhone 8. Today, though, the concern is a bit more serious.

Trick or Trend: Is the iPhoneX the death of the Apple “ecosystem”?

Trick or Trend: Is the iPhoneX the death of the Apple “ecosystem”?

Almost every new feature for the iPhone unveiled by Apple at its Tuesday event  relies on custom chips that it designs in-house.  That development is the logical endpoint of Apple’s years-long expansion of its in-house chip design team. The company promoted the chief of that team, Johny Srouji, to its executive team in late 2015. It’s pretty clear from the iPhoneX and earlier models (plus other devices such as the Apple Watch) that Apple sees its ability to develop dedicated processors in-house to power particular features from the Apple Watch’s fitness tracker to the wireless connections in its AirPods as a critical competitive advantage going forward.

Notes You Need for October 6: oil and Nate, Apple iPhone 8 batteries, euro, rig count, German GDP, Amazon drug distribution, CVS, General Cable

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.

Risk is like an Onion 2: A slice of Apple

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...