AAPL Supply Chain COVID-19 Disruption March Update
We summarize key takeaways for our checks with the Asian semi supply chain relevant to AAPL’s H1 production and the iPhone 12 launch schedule...
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China Internet Weekly (30Mar2020): Photos of Crowded Apple Retail Store, Dispute of BABA Vs. PDD
The Apple (APPL) retail store in the city center of Shanghai was crowded last weekend. China will lift the lockdown over Wuhan on April 8. Alibaba...
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The Month the World Stood Still (Part III) - Not Time to Bottom Fish Yet
In my two previous insights I provided my thoughts on what policy makers need to do to get over this relatively quickly and with as little pain to...
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S&P 500 Technical Appraisal and Support Levels
S&P 500 Potential Support Levels. Current logical support levels we are monitoring include the December 2018 low of 2,346 and prior resistance...
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TSMC Under Pressure to Build a Plant in the US; but Not Likely to Happen Anytime Soon
A protracted trade war aimed at China and the outbreak of the COVID-19 pandemic have caused many companies to move their production facilities...
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