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Apple doesn’t have a solid TV strategy yet. But CEO Tim Cook thinks he can see the writing on the wall—the much loathed cable-TV bundle is on its deathbed.

Speaking on the earnings call after Apple posted a record first quarter, Cook said (emphasis added):

The way that we participate in the changes that are going on in the media industry that I fully expect to accelerate from the cable bundle beginning to break down is, one, we started the new Apple TV a year ago, and we’re pleased with how that platform has come along. We have more things planned for it but it’s come a long way in a year, and it gives us a clear platform to build off…

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Big Tech Lost A Boatload When Trump Killed TPP

The giant international trade deal known as the Trans-Pacific Partnership died last week. It was supposed to be the largest regional trade deal in history.

The TPP itself was a massive 30-chapter lawbook that would have freed access to markets for things like car manufacturing, data storage, online commerce, intellectual property and medicines.

Hoards of technology and media companies supported the trade deal. Google…

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The Top 10 Millenial Brands

The market for U.S. millennials is expected to blossom to $1.4 trillion by 2020, according to international consulting firm Accenture. While this generation of digital natives is already a primary marketing target today, in the upcoming years millennials will make up a hefty 30% of all retail spending in the country.

However, millennials are complex and notoriously difficult to read, even for professional marketers. With values that seem to contradict one another, it’s a challenge for companies to successfully gain market share with this audience.

As millennials mature, researchers are gaining ground on the needs and wants of this generation. This week’s Chart of the Week shares data from a comprehensive survey of 3,500 millennials that were asked, without any prompt, about their favorite brands over the past three years. The…

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Smartwatches Overtake Swiss Watches

According to the latest research from Strategy Analytics, global smartwatch shipments reached 8.1 million units in Q4 2015, compared with 7.9 million Swiss Watch shipments. It is the first time ever that smartwatches have outshipped Swiss watches on a global basis.

Cliff Raskind, Director at Strategy Analytics, said, “We estimate global smartwatch shipments reached 8.1 million units in Q4 2015, rising a healthy 316 percent from 1.9 million in Q4 2014. Smartwatches are growing rapidly in North America, Western Europe…

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How Much Wealth Accumulated In Ten Seconds

The numbers are astounding, and hopefully help to create perspective on the scale of technology and business.  In just 10 seconds, close to 225,000 GB of data is transferred, with over 500,000 posts on Facebook, 57,000 tweets, 46,000 searches on Google, and 2 million messages sent on WhatsApp. 

There is no question that the most profound factor affecting modern life is the ability to replicate and store data at almost no cost. This revolution in information has provided us with a wealth of benefits and possibilities for an incredibly low marginal price.

At zero cost, we can connect to a global store of all human knowledge. New apps with impressive features can cost less than a dollar, and our monthly Netflix subscriptions hardly register on our credit card statements. Meanwhile, we share our thoughts about the world with our friends and family at no cost through social…

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Admin

Apple Apps Infected. What Would Steve Jobs Do

Apple has owned up to a rare incursion of malicious software into its App Store, forcing it to pull some of the most widely used mobile apps in China from the service.

Late on Sunday in California, the iPhone and iPad maker confirmed reports by security researchers who had warned that a swath of popular Chinese apps had been created using developer tools that were infected with the malware, resulting in the compromised apps.

“Hundreds of millions” of users of the popular Chinese apps were at risk of having their personal data exposed, including people who use Tencent’s WeChat mobile messaging service and ride-hailing app Didi Kuaidi, according to Palo Alto Networks, a US cyber security…

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Chinas Move Won't Help U.S. Tech Firms

China’s moves to spur its slowing economy and restore investor confidence are having an important but less obvious effect on the tech sector: Strengthening Chinese companies that already were making life difficult for U.S. rivals, many of whom have staked their growth plans on the world’s second-largest market.

The government’s surprise decision in early August to devalue China’s currency, in particular, could make it harder for U.S. companies to sell into the country by making their products more expensive to local buyers.

At the same time, a cheaper yuan makes Chinese-produced goods less costly abroad—dovetailing with government policies that have been promoting foreign sales by Chinese technology vendors.

“We see the key driver [of government action] being exports,” said Handel Jones, a consultant at International Business Strategies Inc. who…

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Admin

Doubts Begin Chipping Away At The Stock Market

In the stock market, until recently, just about any news was good news.

Company earnings stumbled? Investors shrugged them off, sending shares higher. Economic growth was disappointing? So what.

But now that is changing.

Consider the recent trading in Apple, the world’s most valuable public company and a certifiable stock market darling. Apple announced…

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Admin

Winners (or Losers) With Apples New Watch

The jury's still out on Apples new watch launch, especially it's longer term demand and shortages due to two suppliers have already shown.  I thought though (thanks to SeekingAlpha) we could take a look at it's current suppliers:

  • iPhone/iPad combo chip supplier Broadcom (NASDAQ:BRCM) is providing a Wi-Fi/Bluetooth/NFC/FM radio combo chip for the Apple Watch (NASDAQ:AAPL), according to an ABI Research…

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Admin

eBays Big Step Into Advertising

When EBAY was blow torched this week after AAPL unveiled Apple Pay at their investor event on September 7th, I saw the knee-jerk fear that Apple Pay would take down PayPal as one to raise an eyebrow, however considering the possible number of iphone6 and Apple watch sales (because it won't be available on current Apple products) versus worldwide usage of PayPal, this would not something that would immediately destroy the EBAY name.  On Wednesday I jumped in on EBAY calls (cheap at that point) feeling the reaction was over done.

Booyah!  Was I glad today that I did.  Dumb luck is definitely better than no luck at all.

Not only are other market participants now beginning to question the depth of impact from Apple Pay (again only available on the new iPhone6 or Apple Watch), but it's …

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Admin

The Ups And Downs Of Apple Pay

Forgetting your wallet at home may no longer be a problem when picking up prescriptions or incidentals, as the nation’s biggest drugstore chain Walgreens and other major retailers partner with Apple and its new mobile payment system. Apple’s new mobile payment system — Apple Pay — could certainly make life for consumers much easier. But the move also makes the iPhone a virtually indispensable — and invaluable –piece of property that will be even more vulnerable to security risks if lost, stolen or hacked.

Walgreens, Target, Staples, McDonald’s, Sephora, Starbucks, and Groupon are among the 12 retailers to accept Apple Pay in October. The…

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Admin

Amazon Growth

Jeff Bezos knows; continue to innovate, acquire and turn out new products.....or die.  Investors have rewarded the stock accordingly.  AAPL had the same growth and innovation.  When investors began to doubt, they rang the register until Tim Cook was able to convince them that all was well.  Great job Bezos - keep it up; or else. (click chart to enlarge)

Courtesy of Twitter

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Admin

Bono joining the board of Fender and rumors that Dr. Dre will join the board at $AAPL. What do academics say about share prices and out performance when celebs take a seat at the board room table?  Increased exposure, higher consumer interest, improved sales.........or just a temporary blip on the chart?

Imagine the fight over Steven McQueen if he were alive today.  Ever car manufacturer, including TSLA, would go wild. 

Courtesy of…

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Admin

Funday Monday Reads June 2nd

  • Better than expected China PMI over the weekend and ECB meeting on Thursday with LTRO announcement being anticipated and a (speculative) rate cut to help boost their economy.
  • $GOOG is planning on extending its customer base by offering internet usage to the un-wired regions of the world via satellite and boost revenue as well as earnings. The new project's estimated price ranges from $1B-$3B, and will start with 180 small, high-capacity satellites orbiting Earth at low altitude.  180 "low altitude"?  Just how many are up there anyway?  lol
  • Cost-cutting in a digital age to continue.  Imagine the possibilities.  For example one bank digitized it's mortgage-application and decision process, cutting the cost per new mortgage by 70% and slashing time to preliminary approval from several days to just one minute. A telecom created a self-serve, prepaid service where customers could order and activate phones without back-office involvement.…

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Admin

David Einhorn’s Comments at the Greenlight Re (GLRE) Investor Day on May 20th 2014

  • Bernanke was predictable, but the new chairwoman is less predictable.
  • It has been 5 yrs into the recovery. Corporate profits have increased a lot and continue to grow. Current earnings expectations are high at a double-digit growth rate. Q1 numbers are showing the economy growing at  ~1%.
  • The fund is fully invested at 114% long and 66% short. It has increased its net long book from 35 to 50%.
  • Largest longs are Alpha Bank, Apple, gold, Marvel, Micron, and Oil States International.
  • Longs are cash-rich tech companies and businesses benefiting from structural changes. Shorts include secular decliners, momentum stocks, and iron ore related companies. Macro…

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Admin

Throwback Thursday Reads

  • No shocker here as the FTC issues a blistering rebuke of states limiting sales of TSLA direct consumer sales.
  • So much for the peace accord with Russia as they begin military exercises (WSJ)  Markets will not like this continued uncertainty.  Watch crude oil, gold, silver and copper.   You will note that bonds $BND (flight to safe haven) have been holding up.  Not everyone is pouring money into equities.
  • The first regulation proposals are coming out on…

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Admin

Daily Reads

  • AAPL's iPhone6 release expected late Summer, early Fall. Marketwatch
  • 44 stocks on Morgan Stanley's radar as take over candidates
  • Yellen's gaffe that wasn't. CNBC
  • How airlines are boosting their bottom line amid higher fuel costs; with add-on fees.  Click on graphic right to enlarge.
  • China slaps Nu Skin ($NUS) on the wrist, fining them $500k for misleading consumers.  Market was anticipating a much heavier fine and impact on…

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Admin

Is AAPL Still A Growth Stock?

If you've never watched the iPhone release, it's well worth the time.  Just six short years ago (January 2007) Apple's Steve Jobs unveiled their first iPhone to a enthusiastic crowd at the Mac World Convention in San Francisco and blew away the phone industry.  By June, hundreds stood in lines outside of stores across the nation to get their hands on the hot, new innovative product.  Remember them camping out?  *lol*  People scrambled to save their pennies and begged Mom/Dad to get a piece of the "magic".  Here's a quick visual of AAPL's innovation and I realize I'm missing much but bear with me:

  • 1984 MacIntosh which changed and challenged the entire computer industry.
  • 2001 iPod transformed the music…

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