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5min chapter
A Profit Recession Is Coming, An End To Inflation Is Not | Vincent Deluard
Forward Guidance
Apple Is Like a 70 Year Bond?
Eabo: Apple is not a long duration stock, as you point out. So i would think it'ste that's why it's holding up. The big tack also is em the de willta, there are some head winds coming for them in terms of a supply chain for fo apples. But do havete they come from a very strong place. They have near monopoly powernd they also have these extremely bloody work forces. This kind of spack a vis bobl burst a. I don't thonk it is ever a good time quot chamath, but i'm going to go with it. A i think they will suffer a bit from this type of spack
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