As Opposed to What?
In an interview with the New York Times this week, Tim Cook brought up his belief that Apple has a “moral responsibility” to be a force for good wherever they do business.
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They Had What Gateway Craved...and Threw It Away  Fortune writes this week about what’s happened to HP after they split up their business a couple of years ago.
 Zach Epstein over at BGR.com makes the astute observation that industry watchers have been saying for years that Apple (AAPL) needed to make a low-cost iPhone or else they’d be doomed. Apple has done the opposite.
Could We Get a Mini-Carousel?  In July, Apple (AAPL) made a slew of iOS 11 changes that really improved the multi-tasking ability of the iPad. When I’m working on projects with my iPad there are certain apps that I use much more than the others. I’m now pretty happy with the ability to no longer have to hunt for these apps in the former big app carousel to the right that exists in iOS 10.
Is Original Content a Distraction?  An excellent essay by Pantho Investments over at Seeking Alpha tackles head-on the issue of whether or not Apple (AAPL) is going through “diworseification”. The recent news that Apple is investing $1 billion dollars to create original content kicked off the discussion. Diworseification is a concept that Peter Lynch popularized in his 1989 book, One Up On Wall Street:
 Writing for McClatchy, Tim Johnson laments that people seem to be too busy to care whether or not their Amazon Echo may be spying on them and how people could regret that one day.
Dealing with Hyper-Inflation  So for a brief period this week a Venezuelan bank was ranked above Apple (AAPL) in terms of market cap. That is just how far out of whack things in the socialist country of Venezuela have gotten. In a nutshell, oil revenues have collapsed and the nation is printing more money to avoid defaulting on their debt. The influx of new cash is causing massive inflation.
 I’m not sure why, but it seems that there isn’t much being written about what would happen if Samsung’s headquarters is destroyed. Seoul sits only 35 miles from North Korea, and technically, the Korean War never really ended. North Korea has been steadily building their armaments so they can launch thousands of rockets at Seoul on a moments notice. They’ve been preparing for decades to wipe out as much of Seoul as possible in a thirty minute window. They know they’d lose any war fairly quickly so the threat of leveling Seoul in the first 30 minutes is their way of holding hostages.
How Connecting People Can Reshape Society  CBS had an amazing story today illustrating how the future lies in the power of moving data. Connecting people in new ways that were impossible only a few years ago is what is changing society. Not physically moving people to be in the same room.
The Bubble's True Size Is Hidden  An op-ed over at the New York Times by Ruchir Sharma yesterday is asking what is increasingly becoming a very real fear by tech stock watchers. It’s a very well written article that I’d recommend reading in its entirety.
 Every quarter when Apple releases their earnings, there is one thing I wish the tech or financial press would do: put the earnings in context. The fact that they don’t do this is especially egregious with the financial press which supposedly caters to investors.
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Robert PerezManufacturing and distribution analysis since 1993. 
Perezonomics is available in Apple News
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