Disclaimer: this is not an investment
site. Do not make any investment, financial, job, career, travel, or
relationship decisions based on what you read here or think you may have
read here.
All my posts are done quickly:
there will be content and typographical errors. If anything on any of
my posts is important to you, go to the source. If/when I find
typographical / content errors, I will correct them.
Themes: 2023.
For investors:
- the best place to park your money now through at least the end of 2023, link here.
- cash is king? Dividends?
- commodities: a generational opportunity?
Note: this was posted January 5, 2023.
- Has market re-set?
- New trading range?
- New era of 5% overnight interest rates?
- Is that bad? Or just something new from which we can profit?
- How did it happen that we dropped to "free money" in the first place?
- Is cash now king? What does that mean for a company with billions in cash?
- High rates --> high monthly mortgages --> housing market crushed.
- Is auto market next? If so, the canary in the coal mine?
- EVs?
Is cash now king? What does that mean for a company with billions in cash? Apple, Inc.
That was posted on TMDW on January 5, 2023.
A few points to add:
- AAPL's biggest "outside" shareholder? Warren Buffett (BRK)?
- who does Tim Cook call when he needs investment advice? And who picks up the phone personally.
- if so, remember, if there's one thing Buffett knows and knows well, it's banks.
Really exciting. Even I have "Apple Wallet" -- linked with my non-Amazon credit card.
From CNBC, June 7, 2022:
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And More
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