AAPL and General Rants

There are rumors of a possible AAPL Sony take over. While this may just be rumor it is very interesting and bearsih for AAPL. In addition,the only company that has had almost no insider selling is AAPL. That all changed yesterday with 14,000,000 shares being sold by top execs. The top two sells were NFLX and AAPL.

We also boasted a nice .63 put call ratio yesterday with a nice size gap up. Which got almost got filled. Even though put volume was up so was call volume. Enough to warrant a gap down.

I wish i knew what would happen with the dollar after the G20. Wait, no i don't. I want to wait and see then fade the reaction!

My honest opinion is that the dollar needs to make new lows. The American consumer hasn't been pinched hard enough and inflation isn't out of control, yet. If you don't believe me ask Paul Volcker.

I always tell people it is easier to raise prices then let them go down. Once someone is used to paying a $1.00 for a Beer, Can Coke, ETC it very hard to lower that back 75 cents. Some people like to argue this point ,but what goes into making that coke or beer. A lot of people and resources. Companies have to allocate each percentage into making that product. Lowering the price is way more difficult than raising the price for these companies.

If you don't believe me look at a chart of Kellog (K). Sickly!