Category Archives: Apple

Annual Rank Change Of Top 15 Global Brands

This is nonlinear wild.  What do you think the top global brand will be in ten years?  

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Apple Closes Just Inside Red Zone

The Apple bulls, if any still exist, now have their work cut out as the stock closed just a penny inside the red zone.   The 200-week moving average also looms large as short-term support at $141.82. The time for a … Continue reading

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Current iPhone Prices

Hmm…  Wonder if the X Max price is hedonically adjusted to compensate for its superior technology to show there really has been no iPhone price inflation? Hedonic quality adjustment is one of the techniques the CPI uses to account for changing … Continue reading

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The fall of FAANG (and other thoughts)

FANGs haunted by worries over a “Splinternet.” Rana is very good.  Her book, Makers and Takers: How Wall Street Destroyed Main Street,  is a must read,  especially the chapter on how private equity, including the current Secretary of Treasury, dubbed The Foreclosure … Continue reading

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Apple Bulls Prepare To Defend The Red Zone

The market has spoken. Apple stock has taken out the Christmas Eve low at $146.59 in tonight’s after-hours trading.   Tough to gauge the true conviction until tomorrow’s open. Nevertheless,  the Apple bulls, which includes Mr. Buffett, need to move into … Continue reading

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Letter from Tim Cook to Apple investors

Apple just released this extraordinary guide down in a letter to investors from Tim Cook.  We are now watching for the stock’s reaction.  We suspect it could be ugly or the stock may have priced most of this.  We have and have had … Continue reading

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What are Apple’s core problems? – FT

The iPhone maker has been hit as investors worry over sales and US-China tensions ► Subscribe to FT.com here: http://bit.ly/2GakujT

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Cue “Exit the BREXIT” & Other GMM Victory Laps

Because we get a lot of things wrong in the trading business as nobody knows the future, and every decision to buy or sell is really just a probability adjusted or calculated guess, we thought we would take a victory … Continue reading

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iPhone Inflation Drives Apple Earnings, Again

Apple continues to rely on iPhone inflation for revenue growth as unit sales quarterly year-on-year growth was flat for the 12th consecutive quarter.   The almost 30 percent increase in iPhone revenue is due to price increases. Unit sales growth for … Continue reading

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New iPhone Hands-On Impressions | WIRED

WIRED’s Lauren Goode takes a first look at Apple’s three new phones — the XS, the XS Max, and the XR. Still haven’t subscribed to WIRED on YouTube? ►► http://wrd.cm/15fP7B7

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