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![[Analysis] What Tim Cook meant for Apple](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/4163e82b-fe44-4e52-bec2-e328c9fb455e/download.png?t=1777722630)
![[Analysis] Winners and losers in the memory shortage](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/1c93c995-efbb-4478-a6ab-d089d3932695/Screenshot_2026-04-08_at_08.06.45.png?t=1775624818)
![[Analysis] Macroeconomics (March 2026)](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/53abb3f0-115d-479b-83fe-9e29b47b04f1/unnamed__8_.jpg?t=1774363526)
![[Analysis] The disruption of the German car industry](https://images.unsplash.com/photo-1711383070704-e47f601fc4ba?crop=entropy&cs=tinysrgb&fit=max&fm=jpg&ixid=M3w0ODM4NTF8MHwxfHNlYXJjaHwyfHxnZXJtYW4lMjBjYXJ8ZW58MHx8fHwxNzczODIxMDM2fDA&ixlib=rb-4.1.0&q=80&w=1080&utm_source=beehiiv&utm_medium=referral)
![[Analysis] on the Middle East and some implications](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/a0179e9a-e655-4236-823b-bde9706ff5e0/ian-simmonds-XrDbdmqsPdk-unsplash.jpg?t=1773214843)