Valuation | Page 2 of 2 | MacroTradingEdge

Macro Valuation® | Report 1 – Apple

October 26, 2023
John

Is the Valuation of Apple Pricing in Geo-politics? Our view is that the market is partially pricing in the risks that Apple could face from what we see as increasing tensions between the US and China. We recently looked at…

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Macro Valuation® | Report – Oil Stocks

September 28, 2023
John

Oil Stock Valuations Face High Uncertainty Our recent articles on oil prices and oil stocks raised several risks to the oil price and broader economy. Given where we are in the global economic cycle, the article argued a negative view…

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