Stock analysis

Apple’s services strategy is falling into place

Apple’s annual iPhone launch event, held in early September and billed as “By innovation only”, was dismissed by critics as anything but. Hardware improvements were largely limited to cameras and battery life and were iterative at best; there was no 5G support, no folding screens and only (!) three cameras on the back of the …

Apple’s services strategy is falling into place Read More »

When is the Top of the Cycle Really the Top?

Forecasting peaks of cycles is notoriously difficult, and while it often feels like we’re reaching the top of the longest expansion period in history, evidence suggests there is still plenty of room to grow. Equity market tops are often associated with euphoria and overconfidence, when otherwise risk-averse investors finally succumb and buy equities or the …

When is the Top of the Cycle Really the Top? Read More »