Apple is in the crosshairs of an escalating trade war with China.

The Magnificent 7 looks more like the Magnificent 4. How much longer can this narrowing rally continue?

Murakami, a maker of rearview mirrors, trades at less than net cash. Is there value in Japan?

A few words on Apple, The Buckle, compounding and Joel Tillinghast’s book, Big Money Thinks Small… [mailbag]

“At the company level, China’s economy looks markedly better than the headlines,” says veteran retail analyst John Zolidis.

Upgrading New Oriental Education from Speculative to Opportunistic.

Negatives: recession on the way, big tech stocks still not cheap. Positives: bearish sentiment, lots of selling pressure below the surface. How these countervailing forces resolve themselves is an open question, but many high quality growth stocks are reasonably priced. [trades]