Notes You Need for December 6: Amazon shipping delays, home buyers aging, truck orders, AI, Apple 2020 products, Macao gaming, GE’s penny dividend, Qualcomm fine

Notes You Need for October 18: Brexit, Australia ditches clean energy, NAFTA and peso, PC sales growth, housing starts, electric Cummins

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.”

Cummins ups its dividend to annual $4.10

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...

Soft durables orders and lower guidance from Cummins show weaker U.S. economy ahead of third quarter GDP report

The government reported today that durables orders—that’s orders for long-lasting goods such as heavy machinery, truck engines, and airplanes—fell a seasonally adjusted 1.2% in September. That’s after a 3% drop in August. (The August number was a downward adjustment from the initial report of a 2.3% decline in the month.)