They’re sitting out this big market rally.
The global smartphone market grew 42 percent in the first quarter of 2013 as smartphones out-shipped feature phones for the first time.
Netflix shares shot up 24% after releasing a stellar earnings report.
Apple makes a savvy move.
“The ability to distill two or three major themes out of an investment and get right to the heart of the matter.”
The inflation trade that went wrong.
“The least unattractive asset class to me is stocks.”
Netflix’s rapid growth may cause problems with movie studios.
The buyback was the only positive I could see in the report.
Reed Hastings can keep on smiling.
Multiple compression and a movement from growth to value hands.
The stock market may pause, but low interest rates will bolster equities.