Clearing Off The Desktop -- October 11, 2023

AAPL:

• QCOM: to take on Apple's Silicon.
• Discover.
• Teens: 87% have Apple iPhones.
• what surprises me most: how many of my contacts still have non-Apple iPhones (about one out of twenty)

Samsung:

• 87% drop in profits;

Polestar:

• wants to raise money;
• stock is falling.
• link here.
  

Next Fed decision? Anyone's bet. My hunch: pause.

• The WSJ: pause.
• CNBC: inflation not going away.

Germany: 

• imploding: Peter Zeihan.
• trading partners: Russia and China
• skilled labor aging out
• energy: stuck with lignite.