Mac OS Ken: 06.18.2019
Mac OS Ken
Ken Ray
4.7 • 996 Ratings
🗓️ 18 June 2019
⏱️ 15 minutes
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| 0:00.0 | This is MacO-S Ken. |
| 0:07.0 | This is Mac OS Ken. |
| 0:11.0 | J.P. Morgan says Less China, more services. |
| 0:16.0 | Apple's reportedly angling for an Oscar and surprises in the latest beta of iOS 13. It's Tuesday the 18th of June 2019. I'm Ken Ray and this is |
| 0:29.1 | news from Maco-S-Ken brought to you by yours truly and sponsored by Express VPN. |
| 0:36.8 | Take back your internet privacy today and find out how you can get three months free at |
| 0:41.8 | Express VPN.com slash Maco West can. This show was also |
| 0:47.8 | supported by people like you patrons through Patreon |
| 0:59.9 | People trading apple are more in that your support that patreon dot com slash Mac OS camp |
| 1:08.0 | People trading apple are focusing too much on China and not enough on services. That's apparently the thinking of analysts at J.P. Morgan. |
| 1:12.0 | Apple and Cider had the firm issuing a note on Monday and I feel like there might be a little shade thrown in the note. |
| 1:20.0 | Quoting it, we think the low investor positioning given recent erratic behavior of the |
| 1:26.0 | U.S. administration warrants exposure to trade sensitive market segments, primary amongst |
| 1:31.7 | them Apple, which would benefit not only from a stronger global growth |
| 1:35.9 | outlook, but also removal of the overhang relative to targets. |
| 1:40.5 | It sounded like she shade to me. |
| 1:44.0 | Perhaps something an okay go tune, |
| 1:47.0 | JPM thinks this too shall pass. |
| 1:50.0 | They refer to the current issues as cyclical in nature. |
| 1:54.0 | While the firm has drawn down iPhone expectations, |
| 1:58.0 | in line with global slowdown in smartphone expectations, |
| 2:02.0 | J.P. Morgan sees lots of room for growth in services. |
... |
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