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Valuentum Commentary
Dec 4, 2022
Apple iPhone Supply Disruptions Not Likely to Hurt Markets with Overall Holiday Sales Reportedly Strong
Image: Holiday sales are expected to expand ~2.5% in 2022 over very strong growth in 2021 and 2020. Image Source: Adobe. Apple's sales of the iPhone 14 Pro and iPhone 14 Pro Max will come in lower than expected this holiday season due to labor unrest in Zhengzhou, but holiday sales for 2022 overall look fairly solid with Adobe Analytics estimating 2.5% growth over 2021, which, itself, was a fantastic year. A prior warning about holiday sales from Target Corp. appears to have been overblown given the sales strength witnessed during Black Friday and Cyber Monday across the retail landscape this year. It may be too early to say that the markets have definitely bottomed as economic data remains inconclusive, but holiday sales so far in 2022 and an overall resilient job market are giving investors something to cheer about in what has turned into an otherwise loathsome year. May 4, 2016
China
Image Source: Mike Behnken. Everyone is talking about China. Jul 28, 2015
The Chinese Market Is Rigged
Let’s face it. Nobody knows where the market clearing price is for most of the companies listed on the Chinese exchanges. The government won’t allow price discovery, which means “real” prices are far lower than today’s levels. Jul 1, 2015
Alibaba Shares Disappoint
Best Ideas Newsletter portfolio holding Alibaba has performed poorly in recent weeks, and we’re just as disappointed as anyone. Dec 9, 2014
Yikes! Investor Expectations
Let’s touch on China and expose some serious risks. We’re evaluating put protection in the newsletter portfolios again. Nov 21, 2014
Europe and China
We’re starting to see more cracks in the global economy. Jun 24, 2013
China Trouble: Plenty of Pain to Go Around
Credit conditions in China reinforce our decision to add protection to the portfolio of our Best Ideas Newsletter. Latest News and Media The High Yield Dividend Newsletter, Best Ideas
Newsletter, Dividend Growth Newsletter, Nelson Exclusive publication, and any reports, articles and content found on
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and affiliates may have long, short or derivative positions in the stock or stocks mentioned on this site.
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