The Impact of the iPhone5 on the US Economy

J.P. Morgan’s chief economist, Michael Feroli, estimated sales of the iPhone5 could boost annualized GDP growth in calendar Q4 by 0.25 to 0.5 percentage points.  You can read more here.

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A few quick thoughts on the holiday shopping season: November

You can start by reading more here: Holiday 2012: Part

I had lunch today with one of my favorite people.