Apple down 13% (but not for long?)

China deal changes the equation

Apple's down 13% year-to-date, but Trump's tariff extension just removed the biggest threat hanging over tech stocks.

While everyone watches the Fed's September meeting, institutional investors are quietly positioning in China ADRs and emerging market ETFs — and the volume spike tells the whole story. Access full story now.

-Christopher

P.S. The semiconductor revenue-sharing deadline is September 30th — tick tock. Read this before it's too late.