Category Archives: Apple

It’s the Demography, Stupid

11 November 2014 (See also the post Demography Charts – 1) America’s anemic recovery can be explained by its slowing demographics. Politicians tend to overstate the positive impact of their policies on the economy and to also exaggerate the negative impact … Continue reading

Posted in Analysis and Opinion, Apple, Demography, Dependency Ratio, Economy, Europe, Google, Japan, Nokia, Oil, United States, US Economy, Wall Street

Large Stocks Are Widely Mispriced

11 July 2014 Research suggests that when investors influence each other, the stock market becomes less efficient. Conventional theory holds that the stock market is efficient and that it does a good job pricing stocks at or close to their fair value, in … Continue reading

Posted in Analysis and Opinion, Apple, Investment, Stock Market, United States

Nokia: The Path To Recovery

What this country needs is a good $99 smartphone. That’s what Thomas R. Marshall, Woodrow Wilson’s Vice-President (1913-1921), might have said today instead of ‘a good five-cent cigar’. Smartphones are still very expensive, at least at the pre-subsidy price. Carriers … Continue reading

Posted in Analysis and Opinion, Apple, Economy, Investment, Nokia, Samsung