re: Apple will replace AT&T on Dow Jones on March 18th

Tinfoil Hat [on]off

I've been thinking -- and that's never a good thing. When AAPL was dropping, the pundits were saying, "Love the company. Hate the stock."

I'm beginning to take the opposite position. Love the stock. Hate the company.

The rate of change since the introduction of these types of devices has been off the charts. As long as there are inefficiencies in the world, there's jobs to be had and money to be made. Devices like these, the internet, robotics, are stripping too many inefficiencies out of too many markets.

I'm starting to worry from a wage deflation standpoint. I'm starting to worry from a structural labor standpoint. I'm starting to worry from a behavioral sink standpoint.

Tinfoil Hat on[off]