Robert Paul Leitao on This week's Apple trading strategies (12/29/25-1/2/26) - 'Peter: Thank you for the feedback! II’ve been looking for a format that provides meaningful insights on the data for subscribers. There’s a lot happening in the markets today and I’m closely following a few sectors including tech (of course!) as well as broad market trends. Apple doesn’t trade in a vacuum or a void. For those of us that invest in the company or are considering an investment in Apple, context is important, in my view.'
on The EU praises Apple - 'Make the entirety of the Apple ecosystem a membership with a dollar annual fee and tell the EU — and their ilk — to go piss up a rope. (Haven’t heard this admittedly provacative idea shut down here yet.)'
on This week's Apple trading strategies (12/29/25-1/2/26) - 'What a treasure trove of data for serious investors and wannabes! Many thanks.'
on The AI rich get richer - 'I’m a huge fan of tax simplification, and I’d start with eliminating capital gains tax rate. That would impact me. The tax code is WAY too complicated, too full of special interest tax breaks. Many of those were passed for a good reason (others just to make some contributor happy), but the net effect is to produce a system that is widely gamed by those who can afford to hire tax accountants and attorneys.'
on The AI rich get richer - 'I just saw “Good Fortune” by Aziz Ansari, costarring Keanu Reeves & Seth Rogan. More of an observational film about this topic.'
on The AI rich get richer - 'Thanks David, When I lived in Petaluma California, they had a Carnegie library. Imagine how remote (40 miles for San Francisco, also a small city) this agricultural / lumber town was back in those days.'
on The AI rich get richer - 'Chuck Feeney would be a great model. Basically invented duty-free airport shops. Made billions, then largely anonymously gave away all except two million. By design, his foundation self-extinguished before his death. “Since you can’t take it with you—why not give it all away, have control of where it goes, and see the results with your own eyes? It’s a lot more fun than when you’re dead.” —Chuck Feeney'
on Saturday Apple video: Out of the box (2006) - 'I’m with you guys remembering my Apple II with two external floppy drives… where did time go?'
on Apple closed at $273.81 for Christmas. Look who's underwater now - 'Pierre Ferragu is still employed by New Street as of today, Dec. 27, and has a current $270 price target in AAPL. Sent to Phil so he can add. www newstreetresearch com /company/apple/'
on The AI rich get richer - 'Gregg, I might quibble with some details, but not with the elimination of all personal exemptions. I’ve said forever (I’m that old!) that everyone should pay the same tax on the same earnings. IF you choose to have a kid – or 10 – or a house or other that’s subject to federal tax breaks now, that’s up to you. I have no obligation to pay for it. There are a lot of issues when you try to do social engineering via taxes. I do agree with Roger that taxes on unrealized gains gets problematic. Needs a lot of tinkering with inheritance rules etc.'
on The AI rich get richer - 'Gregg, appraising unrealized gains would be problematic. Yes, it happens when one passes and asset values are stepped up, but will there be refunds when asset values drop?'
on The AI rich get richer - 'There is already a huge class of people who earned their money the old-fashioned way – they inherited it.'
on The AI rich get richer - 'Now the topic has shifted to my favorite subject. I believe the first $400,000 income per year (regardless of type) should have no tax. ALL earnings above $400,000 should be taxed at 50%, gains in this segment should be taxed even if not realized. Importantly, all personal tax deductions should be eliminated. Those making less than $400,00 wouldn’t need them because aren’t paying any tax. Those making more than $400,000 will have to alter their life style a bit. Far fewer McMansions and cruise line sized yachts, private jets etc.'
on Saturday Apple video: Out of the box (2006) - 'As another New Year approaches, I share your wonder, Robert. A classic Apple video, PED! Thanks for the trip down memory lane! Happy Holidays! Sacto Joe'
