Latest Insights on APLE
2 Inflation Losers, and 2 Big WinnersHigh inflation is driving widespread changes in consumer behavior — and it's handing us plenty of trades...
New Streaming King: Disney Devours Netflix in Subscriber Growth
August 11, 2022 Great StuffI’m Going To Disney Land… Great Ones, I just ran away from Netflix (Nasdaq: ). Now I’m going to Disneyland. I just joined a new streaming service … I’m going to Disneyland. I just watched the multiverse … I’m going to Disneyland. I just flipped off Reed Hastings … I’m going to Disneyland. I just […]
The Fed’s $8,000/Year “Mortgage Tax”Inflation is caused by a mismatch between supply and demand. The Federal Reserve can’t increase the supply of goods and services. So, to control prices it must engineer “demand destruction.” That’s as nasty as it sounds. I’ve already explained how the Fed uses the “wealth effect” to make households with lots of stocks cut spending … and why that strategy won’t work with U.S. wealth concentrated in so few hands. I also explored how big changes in the U.S. and global economy since the 1970s will force the Fed to raise interest rates A LOT to bring inflation down. Today, we’re going to look at the impact of their demand destruction on U.S. households.
Burning Down The Housing Market; Tesla’s Trouble Is Just Getting Started
June 16, 2022 Great StuffA House Is A House Is A House… Happy Thursday, Great Ones, and welcome to another Thursday Throwdown, where — oof, good God, what’s going on with the market?! We’re doing that sell-off-the-whole-world thing again, huh? If you couldn’t tell by now, the Fed ratcheted up interest rates yesterday … and Wall Street is none […]
Consumer Sentiment Crashes, Ulta Splashes & DocuSign Faxes
June 13, 2022 Great StuffIt’s Times Like These… Great Ones, I was all ready to come into today like a new day rising … a brand-new sky to hang the stars upon tonight. I figured that after last week’s barrage of bad news and Wall Street’s accompanying sell-off, the markets would even out a bit. After all, most of […]