Monthly Archives: August 2017

Watch This Space – Industrials v Transports

Posted on August 1, 2017 by macromon

Not as relevant as it used to be,  but something to keep on your radar.  Transports approaching 200-day moving average at 9,117.59 (corrected on Aug. 19) and diverging from Industrials. Dow Theory, baby! The [Dow} theory was created by Charles … Continue reading →

Posted in Equity, Uncategorized | Tagged , , | 1 Comment

Apple’s Revenue Growth

Posted on August 1, 2017 by macromon

Interesting revenue makeup from Apple’s earnings release. Overall revenue up 7 percent y/y;  iPhone revenue up 3 percent y/y;  and the only negative is a 10 percent y/y decline in China – sixth straight quarter down in the country.   Tim … Continue reading →

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QOTD: Risk

Posted on August 1, 2017 by macromon

You want to take risk when others are fleeing from it, not when they’re competing with you to do so. …But it’s precisely when people can’t see what it is that could make things turn down that risk is highest, … Continue reading →

Posted in Economics, Quote of the Day, Uncategorized | Tagged | Leave a comment