Tag Archives: Apple

Week in Review

Posted on February 21, 2011 by macromon

As we suspected, emerging equities bounced nicely last week with Brazil and Hong Kong leading the major indices, both up over 3 percent.   Developed equity markets continued to move higher with France now up close to 10 percent for the … Continue reading →

Posted in Apple, Bonds, Charts, Crude Oil, Currency, Equities, Week in Review | Tagged , , , , , , | 3 Comments

Motorola’s Superbowl Smackdown of Apple

Posted on February 7, 2011 by macromon

Did the Motorola Xoom commercial look a little familiar?  We like competition and trying to limit it may be Apple’s Achilles’ heel. For those too old or too young to recall,  here is Apple’s 1984 Superbowl commercial introducing the Mac, … Continue reading →

Posted in Apple, General Interest, Video | Tagged , , | 1 Comment

Why Apple Rocks and Is Rocking Today…

Posted on January 24, 2011 by macromon

Apple is bouncing back nicely today after some real panic selling at Friday’s close.  We thought there would be some follow through selling creating a nice gift to pick up the stock on the cheap.  We were wrong. The stock, … Continue reading →

Posted in Apple, Equities | Tagged , | 1 Comment

Nonlinear Thinking: The Coming iApp Economic Revolution

Posted on January 6, 2011 by macromon

2011 – The Year of the App This is freaking amazing!  It’s our sense that in five years Apple may well have reinvented itself into a mobile medical company, where an iPhone/iPad-type device becomes a medical clinic in, say,  a … Continue reading →

Posted in Apple, Economics, Equities, Video | Tagged , , | 3 Comments

Apple Ups 1Q’11 iPhone Shipment Target

Posted on December 27, 2010 by macromon

Taiwan’s Digitmes, a must read and the best source for supply chain news,  reports, Apple has raised the global shipment goal for its iPhones for first-quarter 2011 from 19 million units originally to 20-21 million units, according to sources with … Continue reading →

Posted in Uncategorized | Tagged , , , | 1 Comment

iPad2 expects monthly sales of 6M vs current 4M per quarter

Posted on December 17, 2010 by macromon

Taiwan’s Digitimes writes, Apple has reportedly added two additional touch panel makers, Chimei Innolux and Cando, to its touch panel supplier list for iPad 2 in addition to current suppliers Wintek, Sintek Photronics and TPK Touch Solutions due to expanding … Continue reading →

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Apple in Santa’s Bag

Posted on December 9, 2010 by macromon

The global frenzy for Apple products show no signs of letting up.  This is the best company in the world and not just a game changer, but defining the culture for younger generations.  The stock has been trading in $300-320 … Continue reading →

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Apple Sliced 6% in After Hours Trading on 14% Earnings Beat

Posted on October 18, 2010 by macromon

Wow,  a company beats earnings estimates by 14 percent and they take the stock down 6 percent.  What gives?   Yesterday we posted, Apple Needs “Big Mama” Beat to Keep the Markets Rolling, which stated given the huge stock price run-up … Continue reading →

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Apple Needs “Big Mama” Beat to Keep the Markets Rolling *

Posted on October 17, 2010 by macromon

Apple reports after the bell on Monday and we think this event will determine the direction of the risk markets over the next few weeks.  Given its recent and historic run-up into earnings, the company will have to beat estimates … Continue reading →

Posted in Equities | Tagged , , , | 12 Comments

Apple Closes Over $300

Posted on October 13, 2010 by macromon

Apple closed over $300 today and is now worth close to $275 BN.   How big is Apple? Its market cap is larger than 150 of the 183 countries monitored by the IMF.  This is the most important company and … Continue reading →

Posted in China, Commodities, Equities | Tagged , | Leave a comment