Today's Above Avalon stories:
- Initial Thoughts on U.S. Election Impact on Apple
- More Evidence for Strong MacBook Pro Demand
- Apple Now Selling Refurbished iPhones
We begin today's email by discussing the impact from the U.S. presidential election. Markets are jittery as a Trump presidency will usher in a new agenda and set of policies into Washington. We go over the major themes and topics to think about regarding the impact on Apple (both positive and negative). The email then turns to additional evidence of strong MacBook Pro demand. This has implications on gauging the fallout from the criticism pointed at the new MacBook Pro. We conclude with going over my thoughts on Apple selling refurbished iPhones in the U.S. There are some interesting takeaways from the move concerning global iPhone demand.
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