COVID-19 CRIPPLING SUPPLY CHAINS - WILL CRIMP APPLE'S BUYBACK CASH

  • Massive Chinese Liquidity pumping due to the Corona Virus is presently holding up US Equity markets and sustaining a weakening breadth.
  • Our historic analogies continue to hold their patterns despite unprecedented damage to Global Supply Chains.
  • When Good News arrives regarding control of the Corona Virus, expect bad news for Financial Markets as China (Corona Virus) and the US (Repo Crisis) try to ply back excess liquidity.
The Global Liquidity Proxy (shown below) is based on the Balance Sheets of Central Banks less the PBOC. Normally the gap shown below would have triggered significant market weakness. However due to the Coronavirus China has pumped such significant liquidity into the system that despite the country almost completely shut down, Chinese markets have risen just under $1 Trillion in value. 
When the pandemic peaks expect China to attempt to pull excess credit from the system.

Our 2000 Nasdaq analogy continues to track despite the Global Supply chains currently being in unprecedented "shock" .
We see a lot of economic correlations with 1934 and this 1937 analogy chart seems to reflect our current situation as the world became "unglued" with the rise on Nazi Germany.
THOUGH AAPL MAKE HAVE PEAKED WITH THE RAVAGES OF ITS CHINESE PRODUCTION DUE TO THE CORONA VIRUS, THE MARKETS STILL APPEAR TO HAVE ROOM TO MOVE HIGHER.
 
THE BIG IMPACT TO APPLE IS THE MASSIVE IMPACT ON CASH FLOW AVAILABLE FOR BUYBACKS
 
 
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