April 18, 2019 | AAPL, Daily JAM |
Why did Apple settle a dispute that had dragged on for two years with Qualcomm now?How about because troubles at Intel threatened to leave Apple without the 5G modem chips it needed for a new 5G iPhone?
April 11, 2019 | Daily JAM, Special Reports |
As Monty Python's Flying Circus so memorably admonished, Nobody ever expects the Spanish Inquisition. But investors should expect disruption. Thanks to the missionary work of Austrian economist Joseph Schumpeter, Wall Street, capital markets, and investors all know...
October 14, 2017 | Daily JAM, Friday Trick or Trend, Short Term |
Friday’s surge in oil prices on worries about deteriorating relations between the United States and Iran was a reminder of how extraordinary oil geopolitics have been recently: Just about every OPEC country–and most non-OPEC oil producers–have been pumping away without significant disruption. That’s not normal oil geopolitics for the last forty years or more. And I have to wonder how long this calm is going to last.