satyr

Why Apple Is Worth $80

I actually enjoyed reading this piece and recognize that there is a certain amount of showmanship that shrouds the message. I don't imagine that AAPL is going to $80 any time soon. But, I don't see $300, either. Nobody really knows what will happen, right? What I do notice is that a lot of Apple zealots posted here in vehement protest of everything that was said. And, in a way, that phenomenon was part of the message. Loving the product, Jobs, or the cult is not the same as an investment providing a particular return. And, while it may seem like people will never buy another phone but the iPhone or another computer than a Mac, the same has seemed true about all sorts of brands and products.... until it wasn't.

Cramer's Mad Money - It's All about Apple (10/16/09)

I don't know a thing about ARM Holdings. But, I do know that the symbol "ARM" is not theirs at all. It belongs to Arvinmeritor.

Why Inflation Worries Are Overblown

In the short run, there is no doubt that businesses that sell directly to the consumer are going to lure customers with discounts and deals. Provided that they are not operating on negative margins on the entire transaction, this keeps their businesses afloat. However, using the presence of special or sale items as a proxy for deflationary trends gives a distorted picture of the whole.

In the long run, I don't see how inflation can be avoided. It is driven by monetary policy, and I don't think the printing presses have ever run faster in this country. You can't flood an economy with money supply and expect to sidestep the laws of supply and demand. Each dollar that is inserted into circulation decreases the relative value of those that were already in circulation, particularly in a sluggish economic environment. I would guess that the first clear signs will appear in about a year from now, just as the recession appears to be safely past. The irony here is that real estate may prove to be the greatest hedge, thus driving investors to purchase the very thing that has been that has was eschewed (and often blamed) at the onset of this economic downturn.

As an aside, when comparing granolas, chickens, or whatever else you are putting into your body, I would be careful to check the ingredients. In many cases, you will find you are not comparing apples to apples.