Demand

Below is a table of critical materials after a review by the European Commission. Red shows materials classed with the highest supply risk. Scaling down to green which indicates no forecast supply risk. You can map key themes playing out in the stock market to the above table. Chips / processors Electric cars Alternative energy…

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Apple Google

The writings on the wall. Not a question of if. A question of when. “I have written extensively on this blog over the last decade and a half about the significant negative consequences that the two large mobile operating systems have on distribution of software. I am strongly opposed to the monopolies that Apple and…

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Apple mask

Regardless of product. Theres always something special about unboxing Apple products. There are no exceptions to the rule. https://www.bloomberg.com/news/articles/2020-09-09/apple-design-teams-develop-special-face-masks-for-employees

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