Wednesday, April 20, 2011

Big Earnings Randomosity

  • $AAPL: What are the rumors for the iPhone 5? A5 and 8 megapixel camera? Well, I hope 4G network speed. The current iPhone 4 is fine, as the bottleneck seems to be the wireless data service, right? Can I get an "Amen?"
  • Earnings give Wall Street a boost. Kind of like the days of old (when magic filled the air), with Intel and Yahoo... And then in the after-hours Apple, Yum and Chipotle are signs the consumer is doing much better.
  • Many folks are dropping their landlines and going cell phone only. Especially the poor. And why not? How many telephone numbers do we need? The land line is slowly going away.
  • So, general market thoughts... Staying the course in low beta stuff. You can't deny that things are looking good. Interest rates near 0% and the stimulus continuing. We're seeing the money impact the economy. Of course, I've been mentioning the wall of worry stuff. Again, don't fight the Fed or the Trend. But we're still basically at the top of the trading range. That may go Poof tomorrow, though, if Apple drives up everything else.
  • Into week 10 of bodybuilding. It's been a little rough this week with the cold. I skipped yesterday, and got the long day in today. On track to finish ahead of the weekend.


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