Thursday, July 21, 2011

Thoughts

YHOO's a piece of junk; at what point is the price enticing? 10?



No memory from day to day -- or group to group!



Run, don't walk, to read Treasury Secretary Geithner's Wall Street Journal op-ed today on Dodd-Frank/banks.



Are AAPL's results a one-off situation? They certainly have positioned themselves uniquely in an aspirational category, which, for now, Apple has to itself.



Do politicians regulate when they can't spend?