October 2, 2012

A CURE FOR APPLE ANXIETY

I receive a large number of emails, many of which are showing that some Apple AAPL investors are becoming anxious.

Who can blame them? The stock market continues to go up, but Apple stock continues to underperform. The price action in Apple yesterday was especially negative.

Relax, all is well! As I have written before, Apple stock has a history of running up into a product announcement, and then underperforming for the next 30 days. The recent price action in Apple is in keeping with its historical pattern. There is nothing extraordinary, and there is nothing to worry about, at least not yet.… Please click here or the title below to read more.

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STEVE JOBS THE BUDDHIST WOULD NOT HAVE FIRED TIM COOK

Talking heads are tripping over each other to echo negative sentiment about Tim Cook.  They are even throwing around wild numbers such as $30 billion loss because of Apple (AAPL) Maps without any solid foundation.

I am a late comer to the world of media.  Even though I write extensively about technology, business, and investments, I am still deeply rooted in the rigorous analysis that my professors instilled in me in engineering school. It is worth sitting back and pondering how the same theme gets echoed at about the same time in most media outlets.

The same talking heads that not long ago were falling all over themselves to praise Tim Cook have en masse turned against him in the blink of an eye.… Please click here or the title below to read more.

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