AAPL / Apple: after hearing Jim Cramer's interview with Peter Navarro on CNBC early this morning, one could certainly argue Apple could be in a lot of trouble. It certainly sounds like Navarro is the one behind Trump's irritation with Apple, and will do what it takes to make Apple "bow" to the administration's demands. In the interview Navarro had two points: tariffs are not the problem; JPow is the problem. Apple? Collateral damage. It certainly felt to me that Jim Cramer lost the debate with Navarro. It appears that Trump / Navarro / Frank Dikötter understand China and China's Achilles' heel.
Peter Kent Navarro (born July 15, 1949, 76 years old) is an American economist who has been the senior counselor for trade and manufacturing to U.S. president Donald Trump since January 2025.
He previously served in the first Trump administration, first as the director of the White House National Trade Council, then as the director of the new Office of Trade and Manufacturing Policy.
*********************************
E-Retail
I honestly don't know what "to do" with this chart -- see below -- except to note that there's probably a reason that only Amazon and Walmart are shown in this graphic. Seriously, when it comes to "what they do," is there anyone else?
If I didn't know anything about investing, it seems I would want one or both of these as a component of my portfolio. If one is unhappy with BRK, might one replace BRK with AMZN/WMT?
Remember, this is not an investment site.
Note, link here:
SOFI: what's going on over at SOFI? Link here. Reminder: all three of these "financial entities" are "Stanford alumnae": Schwab, SOFI, and Robinhood.
*******************************************
Disclaimer
Brief
Reminder
Briefly:
- I am
inappropriately exuberant about the Bakken and I am often well out front
of my headlights. I am often appropriately accused of hyperbole when it
comes to the Bakken.
- I am inappropriately exuberant about the US economy and the US market.
- I am also inappropriately exuberant about all things Apple.
- See disclaimer. This is not an investment site.
- 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 something appears wrong, it probably is. Feel free to fact check everything.
- 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.
- Reminder: I am inappropriately exuberant about the Bakken, US economy, and the US market.
- I am also inappropriately exuberant about all things Apple.
- And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia. Nvidia is a metonym for AI and/or the sixth industrial revolution.
- I've now added Broadcom to the disclaimer. I am also inappropriately exuberant about all things Broadcom.
- I've now added Oracle to the disclaimer. I am also inappropriately exuberant about all things Oracle.
- Longer version here.
