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Investors are worried because Gary Cohn, who is a Wall Street veteran, was opposed to the tariffs

President Donald Trump usually do the things he promise to do. He had long talked about tariffs, and earlier this week he said; “I have no choice.” His economic advisor Gary Cohn didn`t like that and announced retirement.

Mr Trump shocked the market last week with his decision to impose 25 percent tariff on steel imports and 10 percent tariff on aluminium. Investors are worried because Gary Cohn, who is a Wall Street veteran, was opposed to the tariffs.

 

 

Gary Cohn is a former Goldman Sachs president and free trade advocate. He is the man who helped Mr Trump and his team at the White House to deliver historic tax cuts and reforms, but he clashed with Trump`s protectionist advisors on the issue of tariffs.

White House officially said that President Donald Trump will announce more details on the tariff proposal on Thursday this week.

In addition, there could be conversation this week around more trade actions.

European Union said they will target $3,5 billion of goods like motorcycles, T-shirts, whisky and jeans imported from the United States. European Commission President Jean-Claude Juncker said the trade bloc would “not sit idly” if Trump goes ahead with his tariffs.

President Trump warned the US would apply a tax on European cars if the bloc wants to increase tariffs on American companies. A statement the European automakers didn`t like at all.

The Volksvagen emissions scandal (Emissionsgate/dieselgate) began in September 2015, when the United States Environmental Protection Agency issued a notice of violation of the Clean Air Act to German automakers Volkswagen Group.

Volkswagen pleaded guilty to conspiracy and obstruction of justice charges in a brazen scheme to get around US pollution rules on nearly 600,000 diesel vehicles by using software to suppress emissions of nitrogen oxide during tests.

Assistant US attorney John Neal said it was a “calculated offence,” not a «monetary lapse of judgement».

In my recent articles, I have talked about Europe`s treatment of American companies. A bad treatment that has been going on for decades.

In 2001, the European Commission accused Microsoft of having illegally extended its dominans in operating systems for PC`s into adjacent markets, for tying Windows to programs that play music and videos.

The European Commission said Microsoft was too dominant in the market in 2001. They said the same about Google in 2016, claiming that Google was too dominant in the internet search market. Last year, they attacked the biggest company in the world: Apple.

Nucors CEO told CNBC last week that the presidents proposal was about treating Europe “exactly as they treat us.” So, who is the real elephant in the room?

President Trump has many times said that Europe are treating USA bad, and this has been going on for a long time now. It is clear to see that there has been a silent war going on, but Mr Trump is the one to do something with that.

The war between Europe and USA is not a secret anymore. This trade war is a zero sum game, and there is no winner. This is how the market was before the start of World War II. Now, the history seems to repeat itself. This can be very ugly.

In 2015, Russia marked 70 years since the victory over the Nazis with a spectacular parade in Moscow. Many Western leaders missed the event. USA is the one who stopped World War II.
<p align="LEFT"><span style="color:#333333;"><span style="font-family:Georgia, 'Bitstream Charter', serif;"><span style="font-size:small;">Everybody in Greece are talking about Nazi-Europe. They know the history from WWII. Nazi Germany invaded Greece to assist its ally, Fascist Italy, which had been at war with Greece (Greco-Italien War) for about a year. </span></span></span></p>
<p align="LEFT"><span style="color:#333333;"><span style="font-family:Georgia, 'Bitstream Charter', serif;"><span style="font-size:small;">The occupation ruined Greek economy. The Nazi occupation led to rampant inflation, and 200,000,000-drachma banknote were issued in 1944. They can
t do the same today, because they do not have its own currency. They have Euro.

What the Nazi`s did to Greece is a long list of crimes against humanity, and the truth cannot be hidden.

The Nazi`s burned down every house and dynamited the church in retaliation, but the Greeks were the first Europeans who won a victory against fascism.

The biggest party in Italy, The Five Star Movement, is Euroskeptic. So, are the Brexit voters. EU need to change its strategy very fast, because EU is very important but not the ugly part of it.

European Commisssion doubts justification for Trump tariffs. It is done under section 232, which refers to National security. European Commission cannot see how the allies is a threath to International Security in the United States.

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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Smartphone apps with a new navigation system was a big disrupter for Garmin

Garmin Ltc is a classic innovative company that met competiton. They were early out with its awesome GPS navigation and wireless devices and applications. I can`t remember how many Garmin devices I have bought to use in my car, but it is many.

Garmin`s in-car GPS navigation was so useful about ten years ago. I used the system nearly every day, but unfortunately, everything comes to an end. So is it for Garmin. All of my old devices took the trip to the garbage, and the stock price followed the market trend.

 

 

Garmins old GPS devices is out, and now weve got portable navigation devices (PNDs), in-dash GPS systems, and GPS enabled smartphones. What you need about GPS is already installed in a Tesla for instance. So is it for many other cars.

You got voice-enabled navigation as the average PND price are getting lower and lower. So is it for the apps that is available on the smartphones. Google`s system Android and the smartphones on that system comes with free Google Maps with driving direction.

The smart phone apps was a big disruptor for Garmins business. A company that flooded the market by the mid-2000s with standalone GPS devices along with their competitors like Mio, TomTom, Magellen, Navigon and others.

The first ever GPS navigation system for a vehicle was GMs Guidestar system for the 1995 Oldsmobile Eighty Eight, and two of the most famous early models are Fords Microsoft-based Sync, and BMW`s iDrive.

Garmin ran some form of proprietary software on top of a readily available OS like Embedded Linux or Windows Embedded CE. Now, some of their models are sold for under $100. The cell phone apps killed the business.

The market have changed, and the most important changes over time relate to map data and the POI (point-of-interest) database. The most attractive and well-integrated are the new In-car navigation systems.

Manufacturers like QNX which supplies the underlying GPS systems for many of today`s auto companies are working to improve the system. So are open-source software like Linux and HTML5 code. They are all coming into play.

Microsoft has developed their own tech demo: A Windows 8-powered Ford mustang with integrated Microsoft Kinect, an Xbox 360, 4G LTE, smart phone connectivity, and several built-in projectors and cameras for use inside and outside the vehicle.

Garmin operates through five segments. It offers a range of auto navigation products, as well as a range of products and applications designed for the mobile GPS market. It offers products to consumers around the world, including Outdoor handhelds, Wearable devices, Golf devices, and dog tracking and training/pet obedience devices.

Garmin`s market cap is 12,23B, and the company is expected to report earnings on Wednesday 21, before market open. The report will be for the fiscal Quarter ending December 2017, and earnings forecast for the quarter is $0,75.

 

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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Apple have a cash hoard of $250 billion and enough software know-how to build great self-driving car technology

Apple is a big company with a market cap of $783,07 billion, and most of its success is coming from its flagship iPhone. CEO Tim Cook in May noted a «pause» in iPhone sales but Apple is expected to come out with a new and expensive iPhone in a few months.

It will be a super premium tenth-anniversary iPhone costing $1,000 or more, but that will not help the sales of their iPhone at the moment. In addition, the pause could also be delayed. Maybe into a new fiscal year.

 

 

What is an electric car actually? It is a smart phone with four wheels, because there aren`t much difference from an electric car and a smart phone. And who can enter the auto industry better than Apple?

Apple have everything they need to design a brand new electric car. They have more than enough much-needed software know-how and the company is already working with car companies on CarPlay. They have $150 billion of net cash and $50 billion of free cash flows annually.

Apple compete with Google and Microsoft and it will be very disruptive when they all enters the car industry with its brand new electric cars.

Whats funny to see is that these companies are not car companies but rather software companies. It speaks for itself. Apple is a strong brand with many fans worldwide, and Apple Car can take a large share in the auto market.

Tim Cook said in June this year that Apple has autonomous car ambitions. Apple is working to build self-driving car technology, referring to the endeavor as “the mother of all AI projects”.

But it seems like Google are leading. In December, Google launched Waymo, wich is “a new way forward in mobility.” So far, they have more than 2 million miles of public-roadway testing for its vehicles.

What will happen if Apple buy Tesla? They could quickly become a leader, but Elon Musk laughs off the idea of Apple buying Tesla. But earlier this year, Musk said “Never say never to Apple buying Tesla”.

Apple have a cash hoard of more than $250 billion, and that is giving them the opportunity to spend some of it for acquisitions or buybacks.

We know that Elon Musk earlier this year had a meeting with acquisitions chief at Apple and news regarding this case would be a bomb in the stock market.

Apple Inc is expected to report earnings on Tuesday August 01 after market close. Earnings forecast for the quarter is $1,57 versus $1,42 for the same quarter last year.

 

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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Microsoft and Baidu plan to explore opportunities to deliver connected vehicle solutions

Microsoft is still among the biggest corporations, but far away so «hot» as the FANG stocks that everyone is talking about at the moment. With its market cap of $569,85 billion, Microsoft is still among the best and biggest companies.

Microsoft Corporations is expected to report earnings on Thursday after market close. The report will be for the fiscal Quarter ending June 2017. Earnings forecast for the quarter is $0,71 which is a bit more than last years earnings of $0,69 for the same quarter.

 

 

IBM is trying to give its cloud business a boost, but Microsoft`s open cloud format seems to be much better. A business that is giving Microsoft a huge upside. Azure and Xbox is two drivers for Microsoft at the moment, but there is more.

Who is talking about LinkedIn? Only a few. Reid Hoffman sold his «baby» to Bill Gates and Microsoft acquired the professional networking platform in an all-cash deal worth $26,2 billion in December last year.

Microsoft`s CEO Sataya Nadelia said at that time “The deal would bring together the worlds leading professional cloud with the worlds leading professional network.”

In addition; Microsoft wants to compete with Apple and Alphabet in delivering its self-driving car platform. They will collaborate with China`s search engine giant Baidu to use its Azure services for those self-driving cars.

Microsoft said in a press release on July 18, that Baidu and Microsoft plan to explore opportunities to deliver connected vehicle solutions and unique customer experiences that aim to digitally transform the autonomous driving industry.

Microsoft is focusing on cloud-connected car scenarios via its «Microsoft Connected Vehicle» strategy, and the company is aiming to get more vehicles to use their cloud services, like Office 365 and Azure, instead of using Microsoft itself inside cars via «Windows Automotive.»

Other Automotive brands are also interested in Microsoft`s cloud business. BMW and Volvo have both announced partnerships with Microsoft for its cloud-business car services.

Microsoft closed its previous trading session at $73,86 and is expected to report earnings on Thursday after market close.

 

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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iPhone is now 10 years old and on January 9, 2007 Steve Jobs unveiled a product that changed the world

iPhone is now 10 years old. On January 9, 2007 Steve Jobs unveiled a product that changed the world. A few months later, on June 29, 2007 iPhone made its way into stores. Apple have changed dramatically since then.

Since the first generation iPhone first began selling on June 29, 2007, Apples market Cap has grown from $104,3 Billion to $760 Billion. Growing from the 26<sup>th</sup> largest company on the S&amp;P 500 to the 1<sup>st</sup>. Shares of Apple have soared 744% since the iPhones debut.

 

 

Apple has sold just over 1,2 Billion iPhones in the last 10 years.

Earlier this week the European Commission fined Google a $2,7 Billion, claiming it denied other companies the chance to compete on the merits and to innovate. They also claimed that Google denied European consumers a genuine choice of services and the full benefit of innovation.

What Europe should do is stop complaining and start to innovate. If there was a better search engine out there they will have competed with Google. The same can be said about the smart phone market too.

I acquired my first mobile phone in 1992 and it was a Ericsson which is a multinational networking and telecommunications equipment and services company headquartered in Stockholm, Sweden.

The company had a 35% market share in the 2G/3G/4G mobile network infrastructure market in 2012. They were ruling the smart phone market in the early 90`s, but something happened.

Nokia from Finland came into the market and ruled the world with their new smart phones from 1998 to 2012. That`s 14 years on top. Not bad for a company founded by Knut Fredrik Idestam in 1865.

Keep in mind that both are European companies, but something happened.

Steve Jobs changed the world 10 years ago, on June 29, 2007. He launched Apple`s iPhone which is celebrating a 10 year anniversary. In 2007, iPhone 2G were launched with a 16GB storage and 8-hour battery.

Ten years later, iPhone 7 Plus were launched with a 256GB storage and 21-hours battery. Microsoft CEO Steve Balmer said on April 29, 2007, that “There`s no chance that the iPhone is going to get any significant market share. No Chance.”

For how long will Apple continue to stay on top?

 

 

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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