Intel Corp (INTC)

[mmoy]

If you're just talking about Japan, perhaps it's their immigration policy that requires some work.

This morning, we got a blowout jobs report which gives the Fed a green light to raise in December. They could let the bonds that they bought just mature to normalize but I think that they're going to roll them over to ensure enough liquidity.

Are there problems? Of course. Could I cherry-pick stats and make things look bad? Of course. Could I cherry-pick stats and make them look good? Yes again. We had a crises in 2008 and we came out of it and things are not so bad now. Are they great? Not for most. But I'd say that they're better than when we started.

The dollar is going to get stronger as we're tightening and the rest of the world is loosening. But they will come out of their problems eventually and start tightening and then maybe our currency will come down so that our companies can more easily export.

The big guys - prognosticators, fund manager, etc. often complain when the market doesn't go their way. Their job is to make money for their client more than it is to look good predicting the future. In the absence of good returns, it's only natural to look for someone else to blame.