AAPL Is Worth ~$54
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China’s BABA Antitrust Case, The New Cold War, Yuan Appreciating, FANMAG Not Confirming New Market Highs, Cathie Wood: The New Warren Buffett
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Analyzing Tuesday & Previewing Wednesday, Russell Performance After +95% After 52 Week Low, Fund Manager Cash Hits 4% (BofA), Mega Caps Lagging
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Big Tech: Which Way Is It Going To Go?, My Twitter Beef With The Technicians, LULU AVGO COST & ORCL Earnings
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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 points out that the Russell…
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% from its all time…
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 Notes at the same time…
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 Client Notes at the same…
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 my clients. You can sign up at the…