The Issue with Apple
Apple is now the single most important stock in the U.S. markets. Don’t believe me? Wait until you see just how influential this stock is on the U.S. markets.
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News
July 2021
October 2020
The Largest Initial Public Offering (IPO) of All Time, for a Digital Payments Leviathan, is On Deck
Ant Group Co. — the owner of digital payments leviathan Ant Financial, a digital payments firm with 730 million active monthly users in China —…
Read nowNovember 2020
The Largest Trade Agreement in History Just Got Signed — With China at the Center
If you thought globalization was dead, think again. In some ways, it is stronger than ever. There are certainly factors that favor protectionism, and trade…
Read nowAugust 2021
The Last-Mile Trend is The First Way to Profit After COVID-19
I spoke about a few of the changes COVID-19 is bringing, such as the shift to working and living remotely and the economic consequences. Today, let’s look deeper at another one of these trends: the future of delivery.
Read nowNovember 2020
The Markets Process Jaw-Dropping Uncertainty as Election Odds Plummet and Soar
If you’ve ever wondered what mind-bending, jaw-dropping uncertainty looks like, this it. The snapshot below, taken at 8:00 a.m. Eastern on Nov. 4, shows a…
Read nowMarch 2021
The New York AG Issues Tether a Speeding Ticket
On Feb. 5 we asked the following question: “Has Bitcoin (and the Entire Crypto Space) Been Boobytrapped by Tether?” Our answer was “no,” and…
Read nowApril 2020
The Next Wave of Layoffs will be White Collar — and People Working From Home
On March 31 we said “The Odds of a V-Shaped Recovery are Zero.” The analysis still holds — and the case has only…
Read nowDecember 2021
The Omicron Variant is Not the Real Trouble For This Market
The narrative goes something like this: Fears of a new coronavirus strain — and the havoc it could wreak if current vaccines prove ineffective — generated a market sell-off that began the day after Thanksgiving and intensified after the first omicron case was confirmed in the United States.
Read nowMarch 2021
The Pain for Tech Stocks is Only Just Beginning
The bursting of the tech bubble has taken down the Nasdaq, but left the Dow intact. This has created the greatest divergence between the Dow…
Read nowOctober 2021
The Real Supply Chain Risk: Food
Around the globe, more and more people are worried about food shortages and food prices. Today, I want to break down the “breakdown” in food supply chains and what to anticipate in the months and years ahead.
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