Apple

I have a ton of links so I am going to break them up into groups. Here's the first bunch from late last week. Three topics are most interesting.

Tomorrow, the Samsung Galaxy S III goes on sale. There has been a lot of hubbub about the phone and all of the reviews have been positive. Likely, this will be a monster sales driver for Samsung.

Samsung and Apple produced record profits this past quarter. meanwhile companies like Motorola, Nokia, HTC, and RIM are all losing money. It seems like a winner takes all paradigm is shaping up in the mobile space. But going forward, I…

A brief note on why Apple did so well this quarter.

This is just an update to this morning's post. The numbers were profit of $12.30 a share ($11.62 billion), up from $6.40 a share ($5.98 billion) last year.

Apple reports earnings after the close of business today. This will be a closely watched report. Here are the things to look for.

There has been a lot of chatter about Apple recently because of the monster move it has sustained in the first four months of the year. Bloomberg reports that Apple gained more than $250 billion in market share in just four months to April…

Last week, I wrote a bit more on my prediction of margin compression in the US and how Apple fits in the weekly newsletter. This story in today's links from the Washington Post was really good on that with regard to Apple.

This weekly newsletter is a gold-level post and follows up on my prediction early last month about 2012 being a period of margin compression in US companies, threatening the rally in stocks and mandating a rotation in investment style or…

This is grim. Bill Black has the analysis; he thinks this is a criminogenic environment of control frauds.