Category Archives: Apple

Apple Nation: 3-mo Change in Mkt Cap = 4.4% of German GDP

Posted on February 28, 2012 by macromon

Apple is once again ramping to a new high today.  This is one stunning stock as its  up over 46 percent since November 25th — an increase in market cap of over US$158 BN!   That’s larger than Hungary’s 2011 GDP, … Continue reading →

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Shanghai Court Gives Apple Green Light to Sell iPad

Posted on February 27, 2012 by macromon

(click here if video is not observable)

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Apple Gone Wild!

Posted on February 14, 2012 by macromon

Apple is in full parabolic repricing mode. The stock, alone, has created $150 billion of wealth since early October, which is almost 1 percent of U.S. GDP.   The market cap has become so large that if AAPL is repriced to … Continue reading →

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Nonlinear Thinking: The Silicon Engine

Posted on February 7, 2012 by macromon

Great background video.   William Shockley had a difficult personality?  Sound familiar? (click here if video is not observable)

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Apple’s Unbelievable Valuation & Price Sensitivity Analysis

Posted on February 7, 2012 by macromon

The market is beginning to reprice Apple to a multiple that it deserves, in our opinion, and is getting an added boost today from James Altucher’s call that Apple is a “no brainer…to hit a trillion dollar market cap within … Continue reading →

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The Economist Cover: The New Tech Bubble Cometh?

Posted on February 3, 2012 by macromon

Cool cover of this week’s Economist. The stars are aligned for a nice little bubble in transformative tech, folks:  1) easy money;  2) a story — the wireless revolution is changing everything;  3)  decent valuation in some of the large … Continue reading →

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iPad Magic

Posted on February 1, 2012 by macromon

Maybe someday.  Don’t bet against it! Hat tip “Lawrence of America” Wagner! (click here if video is not observable)

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Where Are the Labor Unions? The Public Sector….

Posted on January 30, 2012 by macromon

Excellent chart from the BLS on the union affiliation of U.S. wage and salary workers. We’ve noted the differences between public vs. private sector unions in prior posts.   Here is the WSJ cited in one of those posts, …unlike in … Continue reading →

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Apple’s BIG Beat

Posted on January 24, 2012 by macromon

It is truly amazing how the world’s largest company can still grow revenues by 73 percent y/y and earnings by over 100 percent.   Apple blew away analyst estimates in today’s release by almost 40 percent, earning $13.87 in fiscal Q1 … Continue reading →

Posted in Apple, China, Earnings | Tagged , | 5 Comments

Now for Some Good News…

Posted on December 19, 2011 by macromon

Remember this? The hottest tech gadget in the summer of 1975.  The boomers’ iPhone! The inflation adjusted cost today?  $1,600.98!  How’s that stack up with a modern day laptop or tablet at $500-1,000? This ad from the June 1975  Technology … Continue reading →

Posted in Apple, Technology | Tagged | 3 Comments