<p>I really don't get it. I expected the market to open a fair amount lower in reaction to President Jackass calling the usefulness of NATO outdated, dissing the EU, and targeting PM Merkle all in one day. NATO and the EU - many commentaters who are definitive i.e., those that have worked with those organizations as US representatives have said on the news the terrible misinformation Trump was spewing, and why NATO and the EU (he also dissed England and Brexit) are, and have been critical to our relations with Europe. When it's so evident that he doesn't know what he's talking about, the market gives him a 'pass'? So then, what will it take to roil the markets, given that there's a lot more of this to come.</p> <p>I'm still interested if anybody has an opinion on whether this market is overpriced. STX looks interesting with a $6+ dividend, altho that sector that includes mechanical drive makers hasn't faired well of late.</p> <p>And for givethe fogginess of memory - on of the big telecoms I think it was, announced aignificantly large buildout plans that would require a ton of single cell equipment. Jon (or Jon and I) had a discussion about Cavium, who makes those devices. They've certainly had a wide hi-low year, but I do wonder whether why they make is going to become de rigeur components for such plans.</p> <p>I am still mulling CSCO. Not that far away from 52 week highs, which stays my hand, for the moment.</p>