And then there were three–autonomous car players?

And then there were three–autonomous car players?

June 12, 2019 | Daily JAM | 3 comments

It's too soon to count startup Aurora Innovation out of the self-driving car game but the announcement from Volkswagen, the world's largest carmaker, that it had pulled out of its tie-up with Aurora in favor of a closer collaboration with Ford Motor (F) and its...
Notes You Need for April 3: Declines in household net worth, Brazil elections, Apple, INTC, Eurozone manufacturing, TSLA, F, GM

Notes You Need for April 3: Declines in household net worth, Brazil elections, Apple, INTC, Eurozone manufacturing, TSLA, F, GM

April 3, 2018 | Daily JAM, Notes You Need | 0 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. A representative item resembles this from today: “11:20 a.m.: Yesterday Bloomberg reported that Apple (AAPL) is planning to use its own chips in its Mac computers as early as 2020. Those computers currently run on Intel (INTC) chips and Apple is the source of about 5% of Intel’s revenue. The change would replace the only  major processor components designed by a company other than Apple from Apple’ products line and would give Apple control of the timelines for introducing new models rather than relying on Intel’s schedule for new processors.”

 

Notes You Need for April 3: Declines in household net worth, Brazil elections, Apple, INTC, Eurozone manufacturing, TSLA, F, GM

Notes You Need for March 5: Bunge, euro, F, GM, ISM Service Index, Dodd-Frank, Bank of America, APRN, WMT, Treasury yield climbs, tariffs linked to NAFTA, Volcker Rule

March 5, 2018 | Daily JAM, Notes You Need | 1 comment

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. A representative item resembles this from today: “10:20 a.m.: Shares of soybean giant Bunge (BG) are up 3.75% today on a Reuters report that agricultural investor Continental Grain plans to push Bunge to a deal to sell itself to Archer Daniels Midland (ADM) or another buyer. Continental has increased its position in Bunge according to a filing with the U.S. Federal Trade Commission. Archer Daniels reported approached Bunge about a takeover in January. Last year Bunge rejected an offer from commodity trader Glencore.”

Notes You Need for April 3: Declines in household net worth, Brazil elections, Apple, INTC, Eurozone manufacturing, TSLA, F, GM

Notes You Need for January 3: Iranian protests, ocean drilling, GM, F, Grantham bubble

January 3, 2018 | Daily JAM | 1 comment

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. A typical post resembles this from today: “11:20 a.m.: Truck sales bail out General Motors (GM) and Ford (F). Ford’s light vehicle deliveries rose 1.3% in December on the best year for the company’s F-Series pickup since 2005. Sales at General Motors dropped less than expected by Wall Street as sales of the Chevrolet Silverado pickup gained 25%. Industry analysts  are projecting that 2018 will be an even bigger year for trucks with the introduction of new Ram truck from Fiat Chrysler, new full-size pickups from GM, and some additions of the F-Series from Ford. More trucks in the sales mix mean higher margins for automakers.”

Notes You Need for April 3: Declines in household net worth, Brazil elections, Apple, INTC, Eurozone manufacturing, TSLA, F, GM

Notes You Need for October 9: TSLA,TWTR, Macau gaming, GM, autonomous cars,

October 9, 2017 | Daily JAM, Notes You Need | 1 comment

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, 11:20 a.m.: “Aegis Capital reports that it expects “less negative” ad growth for Twitter (TWTR) in the third quarter but notes that the company continues to face an uphill battle to convince advertisers to shift budgets to the platform. Aegis cites tough competitive environment for online ad dollars, rise of new competition like Amazon (AMZN) and Snap (SNAP), better ROIs on competing online ad platforms, and overall ad industry pressures. Aegis retained its sell rating on the shares.”