Macro
POLICY ERROR?
“Detox” is starting to sound a lot like “Transitory Inflation”...
Downside at Google
Monopolies, Antitrust and Chatbot Risks...
Downside at Palantir
Cult stocks and massive insider selling.
The US DoJ (finally) sues Apple
And what this means for the Magnificent 7 at large.
WTHIH? March 2024. Fed Agenda & Valuation
This is not a new bull market. Big Tech, Mag 7 and problems ahead.
Downside by Philo
Downside at Microsoft
Quality of Earnings, Peter Lynch and Warren Buffet.
Downside by Philo
Downside at Apple. (I wouldn't touch this here)
“I think the iPhone is the best consumer product ever. That's what I feel about it. And it's become so integrated and integral to our lives, you wouldn't think about leaving home without it.” — Tim Cook Subscribe now Philoinvestors know that Apple is one
Downside at NVIDIA (and the Nasdaq at large)
No, A.I. isn't a fad, but so what?