Trump Issues Directive to U.S. Companies in China, Tim Cook Continues to Thread the Needle, AAPL Observations
Today's Above Avalon daily update includes the following stories:
Trump Issues Directive to U.S. Companies in China
Tim Cook Continues to Thread the Needle
AAPL Observations
The big story over the weekend was new developments on the U.S. / China front. We kick off today’s email with a closer look at President Trump’s tweet “ordering” U.S. companies to look for alternatives to China. The discussion then turns to how Apple has been able to escape a direct hit in the U.S. / China trade fiasco. We conclude with a few of my observations regarding AAPL price action.
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