Category Archives: Apple

Cue “Exit the BREXIT” & Other GMM Victory Laps

Because we get a lot of things wrong in the trading business as nobody knows the future, and every decision to buy or sell is really just a probability adjusted or calculated guess, we thought we would take a victory … Continue reading

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iPhone Inflation Drives Apple Earnings, Again

Apple continues to rely on iPhone inflation for revenue growth as unit sales quarterly year-on-year growth was flat for the 12th consecutive quarter.   The almost 30 percent increase in iPhone revenue is due to price increases. Unit sales growth for … Continue reading

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New iPhone Hands-On Impressions | WIRED

WIRED’s Lauren Goode takes a first look at Apple’s three new phones — the XS, the XS Max, and the XR. Still haven’t subscribed to WIRED on YouTube? ►► http://wrd.cm/15fP7B7

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China’s Raises “The Other Nuclear Option”

We are on our way out to go fishing for the next few weeks but couldn’t let this pass without one last post. The current headline at the Drudge Report linking to a CNBC piece citing the People’s Daily (Chinese government press) … Continue reading

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Inflation Drives Apple Market Cap To One Trillion Dollars

1012 Apple’s market cap hit 1012 dollars today. Impressive but no pom-poms here at Global Macro Monitor.  We would be more impressed if Apple’s main businesses were doing better and the company was more focused on electrical engineering rather than … Continue reading

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Apple Grows Q3 Revs By 17 Percent

Apple out with earnings.  Stock up about 3 percent in after hours. Revenues We note:  1) the 17 percent overall revenue growth, still impressive given the size of the company;  2) looks like no blowback yet on trade with China, … Continue reading

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Stock Bull & Bear Traps Galore

The S&P500 could not hold the 50-day moving average today, setting, yet again, a nice bull trap to hang out the MoMo crowd.  Seeing a lot more traps, both bull and bear,  these days.  It is the result of the … Continue reading

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Apple Reports Solid Earnings, But…

Key Takeaways Revenues up 16 percent – It amazes us that a company so large can grow earnings at 16 percent y/y. China Revenues up 21 percent –  This compares to down 14 percent in Q2 2017.  Worries unwarranted unless … Continue reading

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What To Watch In The Apple Release

Ahh, the good old days of trading billions of dollars in Apple stock. Apple Getting Too Big The company has almost become a utility due to its sheer size. Apple’s relatively small recurring revenue stream (some argue iPhone upgrades are … Continue reading

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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

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