This is the most complex Rubik’s Cube macro for investors to navigate in many decades with the combination of skyrocketing inflation coming out of a once in a 100 year pandemic, Fed chasing the curve in hawk mode, horrific Ukraine war, and zero Covid issues in China further crimping a brutal Asia supply chain logjam.
Link: Daniel Ives: An improving supply chain is a positive for Apple
via http://www.ped30.com
Techie.Buzz 