Apple's growth rate slowdown matters more to its stock price than 300 basis points of rate increases, because the uncertainty is in the growth rate, not the discount rate.

causalpending

Speaker

Mark Da

Evidence Quote

“Apple's growth rate has slown down a lot...that matters more to these stocks than what happens to the treasury rate”

Source

The Crisis In Monetary Policy: It Doesn't Matter That Much | Mark Dow— Forward Guidance
Created: 8/11/2026, 1:22:08 AM

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