Apple

Back in August I told you I had a thesis I was working on fleshing out about why growth stocks are so loved and why growth has trumped value for years and continues to do. The first post on this is here. But let me provide an update today.…

I will continue my 2019 outlook pieces in the coming days. But we've seen a lot of data out today. I think what we're seeing will have a bearing on rate policy, especially given what's happening in the bond market, something I discussed…

No more oil black swan Remember Al Arabiya channel’s General Manager Turki Aldakhil warning that imposing sanctions on, Saudi Arabia, the world’s largest oil exporter could spark global economic disaster? I wrote about it when the  Jamal…

Some thoughts on the recent market selloff As I write these words, the Dow Jones Industrial Average is up nearly 400 points, about 1.85%. The Nasdaq is up even more. Does that mean the market rout is over? No. But, for me, it does suggest a…

It was a good quarter from Apple. But earnings growth was flattered by stock buybacks. There are a lot of growth opportunities though.

There are five big topics in today's daily newsletter: the FOMC meeting, Apple's earnings, stock buybacks, student debt, and the political fight between the Koch brothers and Donald Trump

Links on Apple, Amazon, the Postal Service, Puerto Rico and more.

Links on Facebook, Cloudflare, trade and much more

Some of the best performing stocks in the US are the large Internet-centric technology stocks like Facebook. But Facebook's data breach represents a threat to them from regulators

As a technophile, I follow the tech space assiduously both in terms of products and trends as well as companies and strategy. Every quarter that Apple announces, I have made it a habit of commenting on their quarter, because they are the…