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Apple
An update on momentum stocks as a secular stagnation play
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Growth downshift warning as Apple’s guidance downgrade trumps mixed data
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Forget about $100 oil and disregard the non-farm number too. Watch housing
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On the recent market selloff, tech earnings and privacy
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A deeper dive into Apple’s quarterly earnings report
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Labelling US monetary policy tight, the weak link in Apple’s earnings and Koch vs Trump
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Links: 2018-04-05
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Links: 2018-04-03
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Facebook and the threat of cross-platform privacy leakage
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Apple, IBM and Amazon
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