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Wednesday, January 11, 2023

AppleBank -- Really, Really Exciting -- January 11, 2023

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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:

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.

Today, on social media:

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

Link here.

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