It looks as almost nothing is off limits. Almost everything is capable of being taken out, either by a bigger rival or private equity firm.
The earnings momentum will accelerate. The gap between price increases and labor costs is very wide.
A good deal of today is due to Microsoft. While being disappointing, this will only have an effect for a day. We're going to see the market go up further.
I like energy stocks very much. There isn't much supply coming on stream at the moment and the demand is there.
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