Tag Archives: Apple

Week in Review: Hurricane “I-Lean” Lifts Markets

Posted on August 28, 2011 by macromon

Short and sweet tonight.   Even turkeys can fly in hurricane “I-Lean The Wrong Way.” Reports that hedge funds, with almost no tolerance for short-term pain, have opened the biggest net short positions since early 2008  has driven a relatively low … Continue reading →

Posted in Sovereign Debt, Sovereign Risk, Uncategorized, Week in Review | Tagged , , , , , , , | 1 Comment

Steve Jobs Presents to the Cupertino City Council (6/7/11)

Posted on August 28, 2011 by macromon

This is a great presentation by Jobs at one of his last public appearances.   He tells a great story about his experience with Bill Hewlett of HP. (click here if video is not observable)

Posted in Apple | Tagged , , | Leave a comment

Steve Jobs Tribute Videoes

Posted on August 26, 2011 by macromon

(click here if videos are not observable)

Posted in Apple | Tagged , | Leave a comment

Godspeed, Steve Jobs – Sad Day for the GMM

Posted on August 25, 2011 by macromon

Yesterday was a sad day for Global Macro Monitor with the announcement that Steve Jobs is stepping down as CEO of Apple.  We are one of his biggest fans.  The guy has created nothing less than a technological nation-state (see … Continue reading →

Posted in Apple | Tagged , , | 1 Comment

Apple cancels supply schedule of iPad 3 for 2H11 – Digitimes

Posted on August 16, 2011 by macromon

Digitimes is reporting, US-based tablet PC players Apple has recently canceled its iPad 3 supply schedule for the second half of 2011, forcing other tablet PC brand vendors that are set to launch same-level product to compete, to follow suit … Continue reading →

Posted in Apple | Tagged , | 1 Comment

Apple Ups iPhone Orders; SAC & Greenlight Buy More Shares

Posted on August 15, 2011 by macromon

Digitimes reports, Apple has upward adjusted the total order volume for iPhones, consisting of iPhone 3GS, iPhone 4, iPhone 4 CDMA and iPhone 5, for the second half of 2011 by 12-13%, from 50 million units originally estimated at the … Continue reading →

Posted in Apple | Tagged , , , , , | Leave a comment

Week in Review: Can the European Center Hold?

Posted on August 14, 2011 by macromon

What a week.  What a year.  Who would have predicted that U.S. bonds, even in foreign currencies and a sovereign downgrade, would be outperforming the BRIC equity indices and copper by several hundred basis points in mid-August?   Stunning and a … Continue reading →

Posted in Uncategorized, Week in Review | Tagged , , , , , , , | 3 Comments

Apple’s No Debt Ceiling Leads Market Higher

Posted on July 25, 2011 by macromon

Apple is doing the heavy lifting leading the market off its opening lows.   It appears the market is repricing Apple to a “permanently higher plateau.”   Yikes!  Careful there, Mr. Fisher! Seriously, we read lots of reports over the weekend about … Continue reading →

Posted in Apple, China, Equities | Tagged , , | 1 Comment

Apple’s Big Beat: What’s Next for the Stock?

Posted on July 19, 2011 by macromon

We’re still reeling from Apple’s stunning and historic earnings release after the market close.   The company beat expectations by over 34 percent, posting $7.79 per share and up an unbelievable 121.9 percent y/y and 21.7 percent q/q.  Revenues grew 81.5 … Continue reading →

Posted in Apple | Tagged , , | 1 Comment

Nonlinear Thinking: Smart Phone Cataract Detecting Device

Posted on July 19, 2011 by macromon

This is what we’re talkin’ about! We stumbled upon this while reading a Blooomberg piece this morning, Health Tools for Apple’s IPhone May Get Same Scrutiny as Stents.  This is the exact technology that will lift the American and global … Continue reading →

Posted in Apple, Nonlinear Thinking | Tagged , , , | 3 Comments