
PED 3.0 : “AAPL Downgrades Ahead”
Philip-Elmer De Wit’s now-famous AAPL blog (recommended strongly) comments on a variety of analysts who are sat on the fence with their price targets, prevaricating as usual about when to try not to be too wrong.
Philip-Elmer De Wit’s now-famous AAPL blog (recommended strongly) comments on a variety of analysts who are sat on the fence with their price targets, prevaricating as usual about when to try not to be too wrong.
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Max Pain, always so close, but usually a few cents off.
What began as a punch up on the French presidential jet between the Macron's seems to have escalated into a judicial, White House, "Is Musk on drugs," and Apple punch-up. Seems to be the world we live in. Does Melania ever manage to land one though? I think that's what we need to know
Apple Investors would do better to look at their trading screens, than drool on the floor watching dinosaur movies on their-now redundant bricks with a battery pack attached by a string like a tampon, as they check their insurance for whiplash injuries cover by using ... "spatial computing."
2025 is looking like "Last Chance At the Colloseum" from Ancient Rome to get it right. Creaking infrasructure with bolted on bits of old and new Siri and "artifical" and "intelligence" walking off in different direction at the same time.
There’s a moment in the slow boiling of a frog where the water temperature creeps so subtly upward that the frog’s nervous system fails to register a threat. The conditions for death arrive without alarm. And the water? Cognitive overload.
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I described the bond panic weeks ahead of it happening, while others on the day expressed “shock and awe” all over CNBC and Bloomberg at the “unpredictability of it all,” a “flash of fear.” I flagged it as a genuine signal of systemic unease and global liquidity disruption.
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