Q2 2023 Recap and Chart Book

Q2 2023 Recap and Chart Book

(Click above for the full update) This is our biggie each quarter, pages of charts and the context to go with them. As always, we think the windshield view is far more relevant than the rearview. But it’s through the rearview that we get a sense of the path...
Q2 2023 Recap and Chart Book

Q1 2023 Recap and Chart Book

(Click above for the full update) This is our biggie each quarter, pages of charts and the context to go with them. As always, we think the windshield view is far more relevant than the rearview. But it’s through the rearview that we get a sense of the path...
“The slowing economy is impacting the higher end consumer’s willingness to spend and that’s going to impact the most valuable company in the world.”e tightening schedule is behind us, and so as they continue to catch up, it should help strengthen the euro versus the dollar”

“The slowing economy is impacting the higher end consumer’s willingness to spend and that’s going to impact the most valuable company in the world.”e tightening schedule is behind us, and so as they continue to catch up, it should help strengthen the euro versus the dollar”

Apple Revenue and Profit Down as iPhone Sales Slow       Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for informational purposes only and...
Q2 2023 Recap and Chart Book

Q4 Recap and Chart Book

This is our biggie each quarter, pages of charts and the context to go with them. As always, we think the windshield view is far more relevant than the rearview. But it’s through the rearview that we get a sense of the path traveled to this point, helping to set...