Tag Archives: Apple

Week in Review: It’s the Politics, Stupid!

Posted on July 17, 2011 by macromon

The direction of markets this week will be determined by the politics of debt, both  in Brussels and Washington    We are expecting some decent volatility as the markets begin to price the negative scenarios.  Given the unpredictability of politics, … Continue reading →

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The Weekend Read: Reality Meets Perception

Posted on July 8, 2011 by macromon

Higher energy and food prices are crowding out consumer demand for other items, and the market consensus is that QE2 has proven to be counter-productive. Unable to concede this, Mr. Bernanke nonetheless seems determined to have it both ways, remarking … Continue reading →

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When Apple Leads….

Posted on July 7, 2011 by macromon

Apple is up almost 15 percent off  the June 20th low of 310 and leading the overall market higher.  This is the stock’s best move since last September.  We’ve posted several pieces on Apple’s market leadership (click here).  With no … Continue reading →

Posted in Apple, Black Swan Watch, BRICs, Budget Deficit, Charts, Economics, Sovereign Debt, Sovereign Risk | Tagged , , | 2 Comments

Apple aims to ship 12-14 million iPad 2s in 3Q11 – Digitimes

Posted on July 1, 2011 by macromon

More news from the Apple supply chain.  This story was published earlier at Digitimes: As the IT market approaches the third quarter, the traditional peak season, Apple is turning more aggressive in placing orders for its iPad 2 and is … Continue reading →

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Apple likely to dethrone HP as leading portable PC vendor – Digitmes

Posted on July 1, 2011 by macromon

We found this interesting over at Digitimes: Apple is likely to replace Hewlett-Packard (HP) as the global number one notebook vendor in 2012 if tablet PCs are included in the calculation of global notebook shipments, according to industry sources. Global … Continue reading →

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S&P500 Numerology

Posted on June 6, 2011 by macromon

U.S. equities continued their downtrend with the S&P500 closing off 1.08 percent on the day.   The chart below illustrates how the mid-day hard sell-off in Apple took the S&P500 with it (see here for Apple’s leadership role).   The market was … Continue reading →

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

When Apple Leads, the Market Catches Fire

Posted on May 31, 2011 by macromon

Apple was up over $10 today in a rare 3 percent plus move not related to an earnings release and its biggest gain since the 3.28 percent January 24th bounce after the post earnings sell-off.   The stock was bolstered by … Continue reading →

Posted in Apple, Charts | Tagged , , , | 6 Comments

Week in Review: DSK Risk

Posted on May 16, 2011 by macromon

The key question for markets this week is how will they react to the Dominique Strauss-Kahn (DSK)  news?  Will the Dollar continue to strengthen keeping the “risk off” (we hate that simplicity) trade on?  Are traders of the European periphery … Continue reading →

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Will Apple Win the Pennant?

Posted on May 10, 2011 by macromon

After trading sloppy all day Apple caught a nice bid into today’s close.  The stock is forming a classic pennant pattern and a close above 353.01 would be a bullish signal the stock is ready to break to new highs. … Continue reading →

Posted in Apple, Charts | Tagged , | 1 Comment

The Weekend Read: Gold Fever!

Posted on April 29, 2011 by macromon

In my theory of reflexivity I assert that the thinking of economic agents serves two functions. On the one hand, they try to understand reality; that is the cognitive function. On the other, they try to make an impact on … Continue reading →

Posted in Gold, The Weekend Read | Tagged , , , , | 5 Comments