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Economy
How the Fed Saved Structured Note Issuance
There’s an aspect of the higher interest rate structure we are now blessed/cursed with that hasn’t gotten as much airplay, but which…
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The Most Important Week of the Summer Is Here
This will be one of the busiest weeks of the year, with a flood of economic data, an , an meeting, and a meeting. On top of that,…
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Apple: Playing Catch Up (NASDAQ:AAPL)
Vertigo3d A constant negative thesis with Apple Inc. (NASDAQ:AAPL) these days is that it is a business behind on new product…
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Federal Reserve Board – Federal Reserve Board announces a consent order and a $268.5 million…
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Earnings Growth, Not Fed Policy, Drives Stock Market Returns
This is one of the most popular and yet misleading charts in macro.
People like simple narratives: the Fed is ''pumping money'' into…
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Apple: Leading The Way In Augmented Reality (NASDAQ:AAPL)
aislan13/iStock via Getty Images Thesis I have been fascinated by technology and the impact it has on our daily lives since I was very…
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Apple’s Market Cap Is Higher Than The 100 Largest Mining Stocks Combined (NASDAQ:AAPL)
BraunS/E+ via Getty Images Thesis The current high valuations of tech stocks compared to commodities stocks is aptly highlighted by…
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Apple Stock: Potential Apple GPT Strategy (NASDAQ:AAPL)
Justin Sullivan/Getty Images News Recent rumors of Apple (NASDAQ:AAPL) developing its own large language model of AI, or generative AI,…
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Intel Earnings Preview: Facing Continued Headwinds, Chipmaker Eyes Q3 Comeback
In Q1, Intel suffered the biggest loss in its history after its revenues plunged 36%.
The chipmaker presents results on July 27 and is…
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Apple: Consider Selling The AI News (NASDAQ:AAPL)
Scott Olson Apple Inc. (NASDAQ:AAPL) is gearing up for the release of its fiscal third quarter or FQ3 earnings release post-market on…
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