Notes You Need for October 23: Japanese stocks, Intel chips in Google phone, more on iPhone sales, earnings growth slow, dollar strength, rig count

Notes You Need for October 23: Japanese stocks, Intel chips in Google phone, more on iPhone sales, earnings growth slow, dollar strength, rig count

October 23, 2017 | Daily JAM, Notes You Need | 31 comments

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.

My third pick for my new ETF portfolio: A gold ETF

My third pick for my new ETF portfolio: A gold ETF

October 3, 2017 | Daily JAM, GLD, Perfect Five-ETFs, Stock Alerts | 6 comments

For my third pick for my new Perfect 5 ETF Active Passive Portfolio I looked to fill the Commodities slot in the portfolio with an ETF that would provide a hedge for the portfolio if the market tumbled but that would also produce a positive return if the market didn’t fall but other recent trends continued. The pick that achieves those two goals is the SPDR Gold Shares ETF (GLD)

U.S. manufacturing sector strengthens in September

U.S. manufacturing sector strengthens in September

October 2, 2017 | Daily JAM, Morning Briefing | 0 comments

It’s hard to interpret today’s report on manufacturing from the Institute for Supply Management because of the damage inflicted on the U.S. economy by hurricanes Harvey, Irma, and Maria, but it certainly looks like the economy is strengthening,. The ISM factory index climbed to 60.8 in September –economists surveyed by Bloomberg had expected a reading of 58.1. This it the highest level for the index since May 2004

Notes You Need for October 23: Japanese stocks, Intel chips in Google phone, more on iPhone sales, earnings growth slow, dollar strength, rig count

Notes You Need for September 12: China’s yuan, VIX, natural gas, BABA, Brexit, Apple

September 12, 2017 | Daily JAM, Notes You Need, VIX | 4 comments

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.

Trick or Trend: A weak dollar looks set up to fall further

Trick or Trend: A weak dollar looks set up to fall further

September 10, 2017 | Daily JAM, Friday Trick or Trend | 3 comments

As of Friday, September 8, the U.S. dollar is down 11.3% against a basket of currency peers from its local high on December21. The Dollar Index (DXY) of the euro, yen, pound, Canadian dollar, Swiss franc, and Swedish krona, closed at 91.35 on Friday. It was at 103.02 on December 21. That, of course, is history. But on Friday Deutsche Bank strategist George Saravelos told the bank’s clients to expect a further decline in the dollar.