So this earnings season is Hot Potato season? In other words, the companies reporting are reporting weak numbers and typically taking a hit, but the market is going up. So buy companies before earnings then dump the hot potato? Meanwhile the Fed keeps inflating the bubble. How about that WMT? Wow. They say as Walmart goes, so goes America, except for the stock market which goes in the opposite direction.

ATVI has been on a tear recently, now at 25x 2015 earnings. I don't believe it's worth that kind of multiple. If it can be argued that INTC should be near 10x then how on earth can ATVI justify 25x?