Saturday, October 19, 2024

Last Week -- The Thrill Of Victory; The Agony Of Defeat -- October 19, 2024

Locator: 48602ARCHIVES.

Link here.



Room tone. Link here. First heard of "room tone" when listening to a David Lynch interview.

Investing this past week:
  • AAPL led the magnificent seven the last day of this incredible week. Link here.
  • Apple: digital wallets. Link here.
  • App Economy ASML. Link here. Just had its worst day in 26 years. Wow, the analysts misread this one.
  • Nvidia - NVDA -- wow, wow, wow -- link here. Beth.
  • Nvidia - NVDA -- wow, wow, wow -- link here. Always blows my mind.
  • US retail sales -- wow, wow, wow -- link here. When retail sales are driven by dining out and clothes, that speaks volumes.
  • The trillion-dollar club -- link here.
  • Hope springs eternal. It's not profit that "counts," it's margins. Link here. For the archives.
  • American exceptionalism, Bidenomics. Link here.
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A reminder. Apple iPhone 16 sales soar in China after three weeks on the market. The buzz on Wall Street: Apple navigated the Chinese headwinds magnificently for the past two years. Magnificently. Remind: among everything else: the Chinese government banned Apple iPhone 16 for official use; discouraged Chinese consumers from buying Apple products. At least that's what we were told.

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