The Philadelphia Fed number didn't change my economic growth view in the least. Though I may shave a half a point off my 2010 GDP number due to Eurozone hyperbole.
JDSU looks compelling again and that uptrend line on the weekly lows has held. This should go a lot higher.
I try to see both sides on every position. This BAM warning on AAPL looks more like ridiculous marketing than real analysis to me. I still see AAPL at my long running $400's call (which many are not catching up to); until my longer running concerns about the company unfold.
long AAPL
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