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Recent Posts
Meta
Category Archives: Apple
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
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
Posted in Apple, China, Equities, Housing, Uncategorized
Tagged FAANGs, Fana Foroohar, FT
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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
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
Posted in Apple, Uncategorized
Tagged Apple, Earnings warning, Tim Cook's Letter to Investors
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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
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
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
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
China’s Raises “The Other Nuclear Option”
We are on our way out to go fishing for the next few weeks but couldn’t let this pass without one last post. The current headline at the Drudge Report linking to a CNBC piece citing the People’s Daily (Chinese government press) … Continue reading
Inflation Drives Apple Market Cap To One Trillion Dollars
1012 Apple’s market cap hit 1012 dollars today. Impressive but no pom-poms here at Global Macro Monitor. We would be more impressed if Apple’s main businesses were doing better and the company was more focused on electrical engineering rather than … Continue reading
Posted in Apple, Inflation/Deflation, Innovation, Uncategorized
Tagged Apple, Inflation, Innovations, Trillion dollar market cap
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Global Macro Monitor 