Apple Archive

The Evolving Late Stage Bull Market

Last week, James Mackintosh had an interesting article in the WSJ about the stealth bear market. His main point was that stocks have essentially gone nowhere since Jan 26, 2018.  Digging a little deeper, he ...
Posted by Greg Feirman  ·  No Comments »

The Everything Bubble And The Second Great Depression

The importance of Apple to the foundation of the everything bubble cannot be overstated - Kevin Duffy, Co-Founder, Bearing Asset Management The last few months have witnessed the return of volatility. The S&P is down 14% ...
Posted by Greg Feirman  ·  No Comments »

When You Least Expect It

NOTE: Every few weeks I wrote a Client Note for my clients. I post the notes to my blog but with a time delay usually between 1 day and 1 week. To receive the Client ...
Posted by Greg Feirman  ·  No Comments »

After The Cliff

NOTE: Every week or two I wrote a Client Note for my clients. I post the notes to my blog but with a time delay usually between 1 day and 1 week. To receive the ...
Posted by Greg Feirman  ·  No Comments »

Top Gun FP Client Note: The Quality Of Earnings

NOTE: Every week or two I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive it at the same time as ...
Posted by Greg Feirman  ·  No Comments »