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Philip Elmer‑DeWittPhilip Elmer‑DeWitt

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Inc.: Facebook is doomedapple facebook doomed3 years ago
Published January 21, 2022 by Philip Elmer-DeWitt

Inc.: Facebook is doomed

Well, not entirely doomed. But bloodying Mark Zuckerberg's virtual nose might be reason enough to Tim Cook to get in the game.

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Premarket: Apple is redapple premarket red 7-3-253 years ago
Published January 21, 2022 by Philip Elmer-DeWitt

Premarket: Apple is red

From the Wall Street Journal’s "Oil, Global Stocks Fall as Investors Cut Risk" posted early Friday.

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Katy Huberty: Dec. quarter upside already priced into Apple's sharesapple huberty target 1803 years ago
Published January 20, 2022 by Philip Elmer-DeWitt

Katy Huberty: Dec. quarter upside already priced into Apple's shares

From a note to Morgan Stanley clients that landed on my desktop Thursday.

Read More Katy Huberty: Dec. quarter upside already priced into Apple's shares

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Apple options 301: How to set up a vertical call spread (video)apple bull call spread3 years ago
Published January 20, 2022 by Philip Elmer-DeWitt

Apple options 301: How to set up a vertical call spread (video)

This was former friend-of-the-blog Gregg Thurman's favorite trading strategy.

Read More Apple options 301: How to set up a vertical call spread (video)

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Evercore's Amit Daryanani has his eye on Apple's next two quartersapple evercore daryanani two quarters3 years ago
Published January 20, 2022 by Philip Elmer-DeWitt

Evercore's Amit Daryanani has his eye on Apple's next two quarters

"Fundamentally, AAPL remains a core mega-cap to own and they are well positioned into H2:22 with several product launches."

Read More Evercore's Amit Daryanani has his eye on Apple's next two quarters

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Why Apple falls when bond rates riserates rise apple falls3 years ago
Published January 20, 2022 by Philip Elmer-DeWitt

Why Apple falls when bond rates rise

"Higher interest rates make future earnings worth less in the present, and that tends to hit tech stocks the hardest."

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Premarket: Apple is greenapple premarket green 7-2-253 years ago
Published January 20, 2022 by Philip Elmer-DeWitt

Premarket: Apple is green

From the Wall Street Journal’s "Stock Futures Rise After Nasdaq Enters Correction" posted early Thursday.

Read More Premarket: Apple is green

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Inviting friends-of-the-blog to Apple’s Q1 2022 Earnings Smackdownapple smackdown FOB Q120223 years ago
Published January 19, 2022 by Philip Elmer-DeWitt

Inviting friends-of-the-blog to Apple’s Q1 2022 Earnings Smackdown

Got a detailed Apple model? Ready to compete with the pros? First prize is a one-year subscription to Apple 3.0 (a $200 value).

Read More Inviting friends-of-the-blog to Apple’s Q1 2022 Earnings Smackdown

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FTC chair Lena Kahn gets grilled by Sorkin and Swisher (video)apple lena khan sorkin swisher3 years ago
Published January 19, 2022 by Philip Elmer-DeWitt

FTC chair Lena Kahn gets grilled by Sorkin and Swisher (video)

"Moat-building" acquisitions like Apple's will be in the FTC's spotlight.

Read More FTC chair Lena Kahn gets grilled by Sorkin and Swisher (video)

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5G airline clusterf***apple 5G airlines clusterf3 years ago
Published January 19, 2022 by Philip Elmer-DeWitt

5G airline clusterf***

From William Gallagher's "Carriers agree to another 5G delay around US airports" posted Wednesday on AppleInsider.

Read More 5G airline clusterf***

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Philip Elmer-DeWitt
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. [Read more.]

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Philip Elmer‑DeWitt

  • 9to5Mac
  • Above Avalon ($)
  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
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