Tag Archives: Apple

Here We Go Again: Tech Bubble 2.0 but “This Time It’s Different”

Here we go again, another tech bubble is expanding like a supernova and the financial media is declaring (as it does during every bubble) “this time it’s different.” File Tech Bubble 2.0 under memories are getting shorter or this time is never different: The … Continue reading

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Apple’s Rotten Core

Apple has always been equally an enterprise and a secular religion. The Apple Faithful do not tolerate heretics or critics, and non-believers “just don’t get it.” So the first thing any critic must do is establish their credentials as a Believer:My … Continue reading

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Commoditization = Deflation

Apple’s slumping sales growth in China re-energized discussions on the commoditization of smart phones: the basic idea is that once devices, services, goods, platforms, etc. are interchangeable and can be produced/generated anywhere, they are effectively commodities and their value declines accordingly. In the case of … Continue reading

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Are Tech Giants’ New Buildings Signs of the Top?

When banks build new gleaming headquarters, that generally marks the top of the bank’s fortunes. There appears to be some sort of hubris in constructing a monumental new headquarters that shouts “we’re rich beyond all conception” that angers the stock … Continue reading

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Clearing Billions in Profit Is About to Get Much Harder

The math of netting $1 billion is daunting. The mainstream financial media nearly wet its collective pants with excitement in reporting that the planet’s corporations paid $1 trillion in dividends in 2013. What they didn’t report is that clearing billions … Continue reading

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