Joseph Bland on Who's interested in an Apple 3.0 face-to-face in Palo Alto? - 'So here’s what I have so far: Palo Alto Apple 3.0 gathering June/July, 2026 Definitely interested and available: Joe Bland Ron Fredrick Robert Stack Fred Stein Michael Gabrys Jerry Doyle Kenny Kruger Interested if available: Michael Goldfeder David Baraff Possible attendees Philip Elmer-DeWitt(!) No emails from them yet, but expressed interest: Rodney Avilla John Konopka'
on Mark Gurman: Look for Apple-branded smart glasses by Dec. 2027 - 'Anyone missing the contra arguments of Tommo yet?'
on Mark Gurman: Look for Apple-branded smart glasses by Dec. 2027 - '” Maybe the screen technology is not there yet, but with sensors could they develop a lens that “auto focuses”?” I’d buy a pair, maybe two. Since my cataract surgery all the Apple glasses would have to adjust would be the focal point. Add a hearing aid option and these fly off the shelves. VA may not pay for them, but I would. Come to think about it, the biggest problem I have with my hearing aids is that they magnify EVERYTHING. EQUALLY. How about having the hearing aids amplify sounds based on their distance to the aids? The further away, the less amplification applied to that sound. I’m tired of conversations from tables 10 feet away drowning out conversations at my table.'
on This week's Apple trading strategies (6/1-6/5/26) - 'David: A report out of CBS dated in April suggests the reason why the so-called middle class is shrinking is because the upper middle class now makes up about 31% of American households. According to the story, that’s a three-fold increase since 1979. The “rich” have increased from 0.3% of the population in 1979 to 3.7% today. The core middle class has fallen from 35.5% of the population in 1979 to 30.8% due primarily to more households entering the upper middle class. Because the upper middle class has grown so large in size, spending from that group has become more significant to overall economic growth. This has helped to shape the so-called K-shaped economy. What I believe has contributed to the disparity between the “haves” and “have nots” has less to do with tax policy and more to do with participation in the nation’s economic systems. For the vast majority of Americans it would be impossible to save sufficiently for retirement by earning simple interest on their retirement assets. In my view, most everyone needs to invest in equities and/or other risk assets to earn sufficient returns to cover eventual retirement expenses. If I hadn’t started investing at an early age, for example, there’s no way I could retire today in Southern California.'
on This week's Apple trading strategies (6/1-6/5/26) - 'Yeah, I have to acknowledge that I flip-flopped my math on the “youngest” portion and thought of the “earliest” Boomers, so I see now what you are saying about the 65 year-old cohort. I turned the eldest/earliest int the youngest in my head. Interestingly, I think the youngest (if properly understood) of the Boomers are among the last to see pension programs. As I was joining my current employer in 2000, the pension program had been phased out. Five or maybe ten years earlier, there would have been an option to choose between a pension or a flexible 401k benefit. (Flexible meaning you could port your X dollars into your 401k, which I of course will do.) It’s an interesting phenomenon, and Joe is not wrong in observing that tax policies have greatly benefited the wealthy over the last forty years. I was opposed to that then, and I am opposed to that now, even though it would be to my “direct” financial detriment. Since the rabbit hole has been pierced, I will simply say that, in my opinion, if the middle and lower classes had more money, they would spend every penny of it, which I think would be more beneficial to the economy than having the wealthy horde their wealth.'
on Mark Gurman: Look for Apple-branded smart glasses by Dec. 2027 - 'I am not sure what the go is in US and other countries but most health insurance companies here give their customers about AUD$200 a year to buy new corrective glasses/sunglasses. At about USD$140 that’s a nice subsidy at retail and much easier to qualify for than the few insurance schemes out there for Apple Watches. Probably less than half of people use their annual entitlement so with a bit of marketing many might be early adopters, rather than let another entitlement lapse. Think of what smartphone computational photography did to cameras and now I am thinking of what computational corrective lenses could do. For example my latest short sighted prescription is strong enough that looking at my phone from about 2 feet means the retina screen is now blurry. Maybe the screen technology is not there yet, but with sensors could they develop a lens that “auto focuses”?'
on Mark Gurman: Look for Apple-branded smart glasses by Dec. 2027 - 'That’s a fabulous idea Bart – I’m pleased to be your first upvote! '
on This week's Apple trading strategies (6/1-6/5/26) - 'I’m about 60% stocks, mostly in an S&P 500 index. That’s substantially Overweight for Big Tech, but my limited retirement plan choices don’t give me a compelling alternative. So if the markets Take A Big Suck Pill (or we enter prolonged stagflation, which I’m old enough to remember…) I have enough outside the stock funds to sit it out for a couple of years.'
on Mark Gurman: Look for Apple-branded smart glasses by Dec. 2027 - '“What I’ve always wondered is why Apple has never sold branded merchandise. Like t-shirts. Sweatshirts, hats etc. A billion customers at $10+ each item in profit?“ Because if branded clothing became a “thing”, cheap knockoffs and copies from all over the world would pop out of the woodwork and flood the market with cheap imitations, some of which would be pretty hard to discern, and certainly easy to pass to unsuspecting customers and users looking “for a bargain”. While I don’t disagree branded clothing could be a big seller, it also becomes a big copyright headache, a ton more SKU’s to track, and inevitable imitations. Now if Apple came out with high tech casual, exercise, and health wear with sensors that can do stuff with and for you and your health, now we’re talking!'
on Who's interested in an Apple 3.0 face-to-face in Palo Alto? - 'Great idea. Thanks Joe, LMK the date. Taking my wife to Bob Dylan on the 13th at Greek Theatre.'
on Who's interested in an Apple 3.0 face-to-face in Palo Alto? - 'I’ve never managed any of the old WWDC meetups and it would probably be interesting but I currently have too many irons in the fire with a new house project. And I suspect that unfortunately there are many who have infirmities beyond age that would proscribe travel. But go ahead and eat something in my name! 🙂 or better yet, DRINK something! A toast to all who attend.'
on Mark Gurman: Look for Apple-branded smart glasses by Dec. 2027 - 'Jony Ive’s Ferrari Design: https://www.cnet.com/cars/ferraris-first-ev-gets-pope-leos-blessing-but-everyone-else-hates-it'
on Mark Gurman: Look for Apple-branded smart glasses by Dec. 2027 - 'Fred, I actually think he’s on to something. Apple could *also* be targeting the prescription glasses market. That’s a market that’s ready for disruption. Could Apple be looking at something like active vision correction? Glasses give you what they give you but they’re not actively “smart.” To be fair, AI summarized this for me: “While prescription glasses excel at correcting refractive errors (like nearsightedness, farsightedness, and astigmatism), they cannot solve all vision challenges. Their structural and optical limitations can leave people struggling with peripheral distortion, specific lighting needs, and uncorrectable eye diseases.” This is an area where Apple could completely disrupt the current market. Current iterations of smart glasses seem to have solutions for problems that don’t exist and/or unimportant gimmicks. Apple could really move the needle with a game changing device. They’ve long been rumored to be studying eye issues and even a contact lens type product. This would be a more logical first step. And potentially an extremely lucrative one.'
