My Sick Mind

It first occurred to me in 1996, when my (future ex) wife left me.  She encouraged me to go to therapy because ... well, I thought she thought I needed it. I agreed because I thought it was the best way to save our marriage.  Little did I know ... She gave me the address of a therapist that she had found, and I went - on a weeknight at some stage of our deteriorating relationship - in the hope that it would salvage what was left of it. After hearing both of us out, the therapist told us that "we shouldn't be married." That interested me, and I later found out that she had been to the therapist earlier, and only sent me as a knowledgeable participant in her game. When the therapist asked her where she had gone to deal with it, and whom she had spoken to.  The answer came, "I went back to my parents' house." When the therapist asked me, I gazed into the ceiling and thought for a second... "No one.  I didn't go to anyone.  I stayed home,...

It's another earnings season.   For market geeks like me, it's four-times Christmas.   Applied Micro Devices (AMD) reported yesterday, and the stock has been down ever since.  I suppose it's because chips have topped-out?  It would have taken a massive quarter for them to continue their upside run, so I guess a bottom was in the forecast. Buy if you must. Pfizer (PFE) [a core holding here] reported revenues that beat the street but earnings that disappointed.  The word from the street is that they need to pursue acquisitions in order to increase their market share and profits.  The stock might be a raging buy at these depressed levels, but do your own DD.   C'mon folks, get sick already. Apple (AAPL) got clobbered because of expectations over the release of iPhone7, which most of us didn't pay attention to anyway.  It's possible that you can swoop-in and pick this up in the 135 range.  Otherwise, let it run through the summer. ...