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"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...

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...

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