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© 2019 by Merlin Capital LLC dba Merlin Asset Management. Advisory services offered through Merlin Asset Management, an SEC Registered Investment Advisor. SEC registration does not imply a certain level of skill or training.

It is certainly disappointing for any company executives to be surprised by a sudden decline in revenues.  No spin can hide it and setting records in different areas does not erase the fact of Apple missing their own revenue guidance. One can argue that the nearly 40%...

GOLDILOCKS DC? — “For me, the DC stalemate combined with fading Trade Wars, no change in corporate taxes and deregulatory air in Washington would be something of a ‘Washington Goldilocks’ situation, so I am watching everything very closely. My biases and preferences ar...

"I expect Apple Services to continue as the strongest part of Apple's business with consistent and accelerating growth well into the future," said Michael Obuchowski, chief investment officer for Boston-based Apple shareholder Merlin Asset Management. "Many analysts wi...

The first quarter of 2018 was excellent from the perspective of global economic expansion, revenues and earnings growth for the vast majority of companies. As we expected, the biggest risk to the equity markets were misguided policies of the US administration. All of t...

February 6, 2018

Merlin Asset Management Commentary – January 2018

More (ir)rational exuberance? 

The excitement of synchronized acceleration of global economy combined with scant evidence of rising inflation pushed the equity markets sharply higher in January with increasingly optimisti...

February 1, 2018

Bloomberg Markets AM with Pimm Fox and Lisa Abramowicz.

GUEST: Michael Obuchowski, Founder and Chief Investment Officer of Merlin Asset Management, on current investment strategy, and why he likes high value, fast growing companies like IPG Photonics.