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 DowForward Guidance
Created: 8/11/2026, 1:22:08 AM

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