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Category: apple

$2 Trillin: A Job(s) Well Done

August 19, 2020August 19, 2020

The astounding surge in US stocks from the pandemic lows hit in late March marked

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7 Comments on $2 Trillin: A Job(s) Well Done

50 Cent Gasoline, A Sub-Trillion Apple, Germany’s Bazooka And 100% Recession Odds

March 23, 2020March 23, 2020

Markets continue to throw off a veritable smorgasbord of consequential and amusing headlines.

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oil4 Comments on 50 Cent Gasoline, A Sub-Trillion Apple, Germany’s Bazooka And 1004 Recession Odds

Bad Apple.

February 18, 2020February 18, 2020

Shaking the apple tree.

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2 Comments on Bad Apple.

Apple Says It Won’t Meet Revenue Guidance As Coronavirus Fallout Begins

February 17, 2020February 18, 2020

“All of our stores in China and many of our partner stores have been closed.”

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6 Comments on Apple Says It Won’t Meet Revenue Guidance As Coronavirus Fallout Begins

Apple Has $200 Billion In Cash – But It’s Borrowing $7 Billion Anyway

September 4, 2019September 4, 2019

A sign of the times…

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3 Comments on Apple Has $200 Billion In Cash – But It’s Borrowing $7 Billion Anyway

As Antitrust Probes Ramp Up, Facebook, Amazon, Google Investors Should Fear These Charts

June 12, 2019June 12, 2019

For now, most observers will likely scoff at “breakup risk”, but…

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2 Comments on As Antitrust Probes Ramp Up, Facebook, Amazon, Google Investors Should Fear These Charts

(Anti)Trust Me.

June 3, 2019June 3, 2019

Bad timing.

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1 Comment on (Anti)Trust Me.

Apple’s Guidance Cut Is Proof That Trump’s Trade War Is Coming Home

January 5, 2019October 24, 2021

“…we see it as part of a much part of a much broader picture.”

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7 Comments on Apple’s Guidance Cut Is Proof That Trump’s Trade War Is Coming Home

Recurring Nightmare.

January 3, 2019October 24, 2021

It was not a great session on Wall Street. 

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2 Comments on Recurring Nightmare.

Apple Price Targets Slashed En Masse, Suppliers Plunge As Guidance Cut Bites

January 3, 2019January 3, 2019

Fallout.

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1 Comment on Apple Price Targets Slashed En Masse, Suppliers Plunge As Guidance Cut Bites

Bad Apple.

January 2, 2019January 2, 2019

Uh oh.

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2 Comments on Bad Apple.

‘It Ain’t Apple’, Dirty Harry And Other Amusing Market Anecdotes From Wells Fargo’s Harvey

December 15, 2018October 23, 2021

“…we think the placidness of ’17 has made some investors a little soft.”

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2 Comments on ‘It Ain’t Apple’, Dirty Harry And Other Amusing Market Anecdotes From Wells Fargo’s Harvey

Rotten Apple: When One Company Becomes Synonymous With The Macro Story

November 27, 2018November 27, 2018

Sorry to employ a bad (and horribly obvious) cliché, but…

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16 Comments on Rotten Apple: When One Company Becomes Synonymous With The Macro Story

Trade Optimism Dashed As Trump Doubles Down, Threatens iPhone Tariffs

November 26, 2018October 20, 2021

“If we don’t make a deal, then I’m going to”…

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3 Comments on Trade Optimism Dashed As Trump Doubles Down, Threatens iPhone Tariffs

Apple Under Pressure Again As Goldman Says Pricing Power Is Lost, While Target, Boeing Get Smoked

November 20, 2018November 20, 2018

“The laboratory of the market now points to Apple being at the limit of their price premium for the iPhone.”

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1 Comment on Apple Under Pressure Again As Goldman Says Pricing Power Is Lost, While Target, Boeing Get Smoked

On The Nasdaq: A New Nightmare

November 19, 2018October 20, 2021

Quick! Somebody buy some iPhones! 

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1 Comment on On The Nasdaq: A New Nightmare

Bad Apples, Fading FANGs And Macro Fund ‘Nukes’

November 19, 2018November 19, 2018

Another tough day for the most crowded trades on the planet.

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Leave a Comment on Bad Apples, Fading FANGs And Macro Fund ‘Nukes’

Here’s A Quick Note On Apple, David Tepper, Facebook And PG&E, Just Because

November 14, 2018November 14, 2018

There’s good news and bad news for beleaguered shares of Apple – but mostly bad.

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6 Comments on Here’s A Quick Note On Apple, David Tepper, Facebook And PG&E, Just Because

A Nightmare On The Nasdaq

November 12, 2018October 22, 2021

Welcome to your new nightmare.

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1 Comment on A Nightmare On The Nasdaq

Trump Says ‘Presidential Harassment’ Behind Stock Selloff (It’s Really Apple)

November 12, 2018November 12, 2018

“Big headaches!”

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2 Comments on Trump Says ‘Presidential Harassment’ Behind Stock Selloff (It’s Really Apple)

Trump Folds To Tim Cook, Will Shield Apple Watch From Tariff Impact

September 17, 2018September 17, 2018

And just in time for Tim Cook to rollout the new models. How fortuitous.

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‘People Are In A Panic Today’: Apple Suppliers Just Plunged Thanks To Trump’s Tariffs And Tweets

September 10, 2018September 10, 2018

Donald Trump is a man who knows an “exciting” plan when he hears one…

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Leave a Comment on ‘People Are In A Panic Today’: Apple Suppliers Just Plunged Thanks To Trump’s Tariffs And Tweets

Disaster Strikes As Apple Says Trump’s Tariffs To Impact Long List Of Products

September 7, 2018September 7, 2018

Maybe now America will listen.

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2 Comments on Disaster Strikes As Apple Says Trump’s Tariffs To Impact Long List Of Products

Forget Apple, This Is ‘The Correct $1 Trillion Question’

August 3, 2018

“Investors take note”…

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3 Comments on Forget Apple, This Is ‘The Correct $1 Trillion Question’

Clash Of The Titans: Goldman Takes The Other Side Of Morgan Stanley’s Tech Wreck Call

August 3, 2018October 16, 2021

Pick a side.

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1 Comment on Clash Of The Titans: Goldman Takes The Other Side Of Morgan Stanley’s Tech Wreck Call

Man Who Called The FANG+ ‘Storm’ Explains Why Tech Could Fall 15%

August 3, 2018October 16, 2021

“The market has just been getting narrower and narrower.”

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1 Comment on Man Who Called The FANG+ ‘Storm’ Explains Why Tech Could Fall 15%

The Devolution Will Be Televised.

July 30, 2018July 30, 2018

Of ironies, tragicomedy and FANG corrections.

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3 Comments on The Devolution Will Be Televised.

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