By Christian Drake of Hedgeye

Insular Strength:  The domestic labor market remains insularly strong with February employment holding near cycle highs despite serial storm activity, the rising drag from the energy sector, and global growth in discrete retreat.  The best run in payroll gains since the late 1990’s extended in the latest month with employment growth accelerating for a 6^th straight month, the unemployment rate approaching the Fed’s NAIRU level and employment growth across the key housing demographic of 20-34 year olds accelerating. 

Best Before the Crest:  We remain late cycle in the current expansion and the data is always best before the crest but the labor market remains the recipient of positive macroeconomic reflexivity currently and the expectations build into the Fed announcement on March 18^th will now be that much more acute.

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by Rachel Fox of FoxOnStocks.com

When I started learning about the stock market around four years ago, I kept hearing people talk about the Dow – they’d say, “the Dow is up by 130 points today” or “how will the oil spill in the gulf affect the Dow” — and on and on. I kept hearing about the Dow. I knew that before I could start trading or investing in the stock market, that I had to understand all about the Dow.

https://foxonstocks.wistia.com/medias/36qnckiz3v

One of the things I learned when I researched all about the Dow (same as the Dow Jones Industrial Average, DJIA) is that the Dow is kind of like a batter’s average that lets you see from day to day, whether stock market prices are going up, down, or staying around the same.

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By Rachel Fox : FoxOnStocks.com

Quick- to the App Mobile!!! Not an iPhone car app, but an actual APPLE-MADE CAR. The Apple Car.

There is indeed a rumor going around that Apple is making a line of cars. When I first heard this, I thought, NOO way. How on Earth could that work?? Apple is a tech company that makes computer-related gadgets, phone-related gadgets, and software. No way would I buy an Apple car when I could drive a Porsche or a BMW instead. Those car companies have years of experience in that field.

Then, the more it went through my mind, the more I could see the appeal. Before Apple had released the first iPhone, people were very skeptical about it in the same way, saying “how could a computer company make a phone?”  … and now look… Apple completely disrupted the phone industry (and the music industry). Could they do the same thing with cars? Honestly, I think Apple could release some pretty sleek cars…

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By Chris Berry of Disruptive Discoveries Journal

As if vehicle electrification needed any more hype, Apple Inc’s. (AAPL:NASDAQ) rumored move towards producing its own EV by 2020 may have been the first sign that the whole idea of EVs has “jumped the shark.” For those of you unaware of this term, it refers to the 1970’s sitcom Happy Days when Fonzie was waterskiing and literally jumped over a shark. Happy Days was never the same and the show never quite recovered from this stunt to win viewers.

The rumors leaked last week about AAPL secretly working on developing its own EV have fanned intense speculation about how this would be accomplished. With $170 billion in cash on its balance sheet, obviously hiring the talent and research and development are non-issues. This is why the idea of AAPL buying Tesla Motors (TSLA:NASDAQ) makes no sense. First, AAPL management would need to justify TSLA’s current market cap (US $26.4 billion) and attach a premium.

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