Apple Market Share Slides In China

Ming-Chi Kuo: “Apple has adopted a cautious stance when discussing 2025 iPhone production plans with key suppliers.” He added that despite the expected launch of the new iPhone SE 4, shipments are expected to decline 6% year over year for the first half of 2025.

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Time To Look Defense Stocks


🧪 🧪 Time To Look At Defense Stocks: Our Algorithm has earmarked a Biotech stock to buy for 2025, with a potential to climb 75%. Also, two more Biotech companies each have more than 50% upside

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Traders Lose On China ETF Trades

Traders Lose On China ETF Trades: On paper, the trades, which dwarfed normal options activity in the funds, gained in value as the ETFs rallied in early December. As of the close on Dec. 9, the positions appeared to be up some $138 million on the initial outlay of about $225 million. But since then, the ETFs have retreated to below where they were trading when the bullish bets were placed.
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Wall Street’s Ritual Is Toxic

🚨 🚨 Every December, Wall Street predicts what various assets will return over the coming year. Every January, the predictions begin to be proven wrong

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Trump: The Great Shift


🇺🇸 🇺🇸 From Meta to McDonald’s to Wall Street, America’s corporate bosses aren’t waiting for the Jan. 20 inauguration to start conforming with views favored in the Trump 2.0 universe. What began as a rush to dine with the president-elect at Mar-a-Lago has snowballed into a series of policy moves that mark a shift in the business world

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Watch The Construction Services Industry

The construction services industry has big potential for 2025, thanks to more onshoring of manufacturing, which the Trump administration is likely to encourage. CEOs also continue to fortify supply chains against disruptions. Construction spending in the U.S. crossed $2 trillion in the first half of 2024. Private-sector construction spending in the U.S. exceeded $1.4 trillion in 2022
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Texas Pacific Land

Texas Pacific Land owns 873,000 acres mostly in the Permian Basin, a hub for oil-and-gas drilling. It earns money from royalties, surface leases, and water for drilling and disposal activities. More production means more royalties, and the company has invested heavily in water, earning royalties on over one billion barrels in 2024, worth around $100 million in revenue, most of which is pure profit, the company says. TPL is also looking to lease land for data centers and has other growth initiatives

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Trump Sentenced

President-elect Donald Trump was sentenced Friday in his New York criminal hush money case, 10 days before his inauguration for a second White House term

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Trump: World Is Free-Riding On US Healthcare Spending

💊 💊 Trump – World Is Free-Riding On Healthcare Spending: As Donald Trump awaits a return to office, he is likely to revisit his stance that the U.S. is being “ripped off” by other countries

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