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Tag Archives: Apple
iPhone Demand Sparks New Worries For Apple | CNBC
Thought tax cuts were going to lead us to the new economic Shangri-La? Random thought: We hear much about how the corporate tax cut has changed the game for profits. Isn’t this just the government jumping into the financial engineering … Continue reading
China’s Other Nuclear Option
Sorry to be such a downer, folks. We have to stress test the macro scenarios versus current market conditions by looking at worst case events, then calculating expected values based on the most likely probabilities. Especially after such a huge … Continue reading
Posted in Apple, China, Equities, Uncategorized
Tagged Apple, bonds, China, Tariffs, U.S.
18 Comments
Apple Double-Digit Revenue Growth Continues
Even global macro jockeys must monitor the world’s largest company. Amazing that an $850 billion market cap company can still grow y/y revenues at 13 percent. Just for some scale perspective, Apple’s quarterly revenues exceed the GDP of almost 70 … Continue reading
Dangerous Gambit Out Of Davos
We woke to a comment out of Davos that surprised both us and the market. The U.S. Treasury Secretary, Steven Mnuchin, broke from tradition and welcomed a weaker dollar. “Obviously a weaker dollar is good for us as it relates … Continue reading
Posted in Bonds, Dollar, Uncategorized
Tagged Apple, bonds, China, dollar, Japan, Steve Mnuchin
14 Comments
Apple Beats – What Else Is New?
Stunning revenue growth, 12 percent y/y, for an almost $900 billion market cap company. Aren’t these big guys supposed to grow like… err, um…utilities? Services continue to rip, up 34 percent y/y, and now equivalent to almost 30 percent of revenues … Continue reading
Volatility Returns (to the NASDAQ)
At around 2 pm (New York) Friday, we see the Nasty (NASDAQ 100 futures) trading down over 3 percent and the Dow and S&P500 relatively flat. The FANG stocks, including Apple, were getting shellacked I recall a few weeks ago … Continue reading
Best Apple Accessories at CES 2017!
Published on Jan 6, 2017 CES is full of manufactures making Apple accessories. We went searching for the most interesting products! –Mac Rumors
Apple stock in 90 seconds – FT
Michael Mackenzie, the FT’s markets editor, explains why Apple shares are losing their lustre and what this means for the bull run. For more video content from the Financial Times, visit http://www.FT.com/video (click here if video is not observable)
Apple Sold 47.5 Million iPhones in Q3 – Bloomberg
July 21 — Apple’s iPhone shipments for the fiscal third quarter and the company’s revenue forecast for the current period missed analysts’ projections, raising questions over whether demand for the device has peaked. Technalysis Research Founder and Chief Analyst Bob … Continue reading
Chart of the Day: Apple
Note Apple’s breakout from the descending triangle. Still young, but will add more as it confirms higher. (click here if chart is not observable)
