Thinking of dumping most of my ADRs.

[jk]

Re: Thinking of dumping most of my ADRs.

Apple with a big whiff.

the money quote for me:
most of our revenue shortfall to our guidance, and over 100 percent of our year-over-year worldwide revenue decline, occurred in Greater China across iPhone, Mac and iPad.


just checked the aftermarkets- note press release was after market closed
After hours 145.95 −11.97 (7.58%)

about the same hit as tsla for the day

TSLA
−22.68 (6.81%)
After hours 306.01 −4.11 (1.33%)

[touchring]

Re: Thinking of dumping most of my ADRs.

Tech better watch the hell out. Nasdaq headed for bear market. Long way down from the top floor with bloated market caps like these.

Perhaps Warren Buffett has been selling Apple?

[BK]

Re: Thinking of dumping most of my ADRs.

Apple = RCA of our times

RCA would continue to be a household name, but the valuation would never be the same after its hey day that corresponded with an epic stock market BOOM!

http://www.horstvelten.de/Graphiken/1929RCAs.gif

[seobook]

Re: Thinking of dumping most of my ADRs.

One of the big advantages of Apple over Google Android is the alleged privacy benefit of being run by a company which doesn't have ads as its core business line.

Though I sort of wonder if there is a bit of a fatigue by most people who have seen so many stories about privacy violations, tracking & hacking that they just don't give it much thought anymore.

DuckDuckGo search traffic has tripled in the past 2 years
https://duckduckgo.com/traffic
but it is still tiny in the grand scheme of things

It has less than a percent marketshare inside the US
http://gs.statcounter.com/search-eng...tes-of-america
and far lower outside of it
http://gs.statcounter.com/search-engine-market-share
https://netmarketshare.com/search-en...ket-share.aspx

[jk]

Re: Thinking of dumping most of my ADRs.

i think there's a 2 step process. step 1 - global recession, rates down [=>ust up], usd up, equities down.step 2 - fed prints, NOMINAL rates up but real rates neg, usd down, high quality equities UP.timing is hard but i think we're still in early step 1

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came on an interesting thread re the fed and powell. highly recommended

https://twitter.com/VolProfessor/sta...49120436744192

[vt]

Re: Thinking of dumping most of my ADRs.

How bad is the slowdown in China?

https://www.stuff.co.nz/business/wor...news-for-china