Apple’s Guidance Cut Is Proof That Trump’s Trade War Is Coming Home
We don't have much in the way of special insight here above and beyond what we wrote in November (when we expounded on the extent to which Apple has become synonymous with the macro narrative) and reiterated on Wednesday (following Apple's guidance cut), but we did want to briefly highlight some recent analyst commentary on Apple as a bellwether or, in this case, on Apple's recent stumbles as a sign that the trade war is finally coming home.
Apple's "shock" guidance cut, delivered after the bel
Your picture selections and improvs are consistently one of my favorite reasons for coming to your site. Hats off on the Trump-Thanos merge. A real laugh and damn scary too!!!!!!
hear hear!
If only, like the Avengers will do, we could go back in time to ensure he didn’t win in the first place…sigh
well… now that the FED has markedly dialed back rate expectations, in addition to suggesting QT may be modified, and a soon-to-be-announced China trade deal (that most likely WON’T actually achieve anything suggested), why WOULDN’T the us market take off again? N Korea, Taiwan/China, ISIS & abandonment of Kurds, etc but all very possibly a huge wall-of-worry that gets run over as shorts are forced to scramble, uhh… ‘hugely.’
Could it be that we are finally facing a day of reckoning due to 10 years of U.S. monetary policy gone amuck? Blaming the coming financial troubles on Trump is rather disingenuous. Apple specific problems probably have more to do with over production and sky high pricing for the latest phone that doesn’t offer much more than previous model and competition. Apple went overseas to produce at cheaper costs and now must deal with those decisions. Anti-Trumpers – don’t despair -you’ll find something else to blame him for
Apple’s real problem is they no longer have a WOW! proposition, and the actual hardware is really well built. No need to personally upgrade for a few years, probably going with a Huawei for the dual sim and bigger screen.
“No child left behind” is the real problem in the US, not enough kids (well, from my viewpoint – under 30) who can’t solve problems and think creatively in the workspace.
I’ve been anti-Trump since the ’80’s when he was the face for the mob on the Central Park Ice skating rink rehab.
Thanos is an intellectual. Trump, on the other hand…