HomeTwitter“This company just scales so well,” Argus Research Director of Research Jim Kelleher says on $AAPL. “Almost all the technology companies I cover are seeing margin compression and lost sales… due to the supply chain constraints. Yet Apple is able to power through these things.”

January 28, 2022

“This company just scales so well,” Argus Research Director of Research Jim Kelleher says on $AAPL. “Almost all the technology companies I cover are seeing margin compression and lost sales… due to the supply chain constraints. Yet Apple is able to power through these things.”

“This company just scales so well,” Argus Research Director of Research Jim Kelleher says on $AAPL. “Almost all the technology companies I cover are seeing margin compression and lost sales… due to the supply chain constraints. Yet Apple is able to power through these things.” pic.twitter.com/RM1PMlUqia

— Yahoo Finance (@YahooFinance) January 28, 2022

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“This company just scales so well,” Argus Research Director of Research Jim Kelleher says on $AAPL. “Almost all the technology companies I cover are seeing margin compression and lost sales… due to the supply chain constraints. Yet Apple is able to power through these things.”

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“I think everyone is comfortable with the idea inflation will fall,” Morgan Stanley CIO of Global Fixed Income Michael Kushma says, adding, “the question: how far will it fall?” Full interview:

“It’s really premature to talk about much more than three [rate hikes] until we know what the plan is for the Fed to use its balance sheet to tighten policy,” Charles Schwab Corp's Kathy Jones says. “Some of the estimates are just well ahead of reality at this stage of the game.”

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