Four years after the bubble popped, I can't believe that companies still legitimately have enough fat that they can cut heads and that it would not affect them going forward,

History is replete with examples of tech firms that were marginalized by new companies and technologies.

I just went to get adjustments. They popped it back in, so I can be out there on the mound pain-free. It's pretty good (Monday). I had it pop in again. Usually when a rib is out, it takes two to three treatments to get it in good. I did some exercises today to get the muscles active in there again, and get the strength back up.

Little white lies are told by humans all the time. Indeed, lying is often how we get through each day in a happy little bubble. We spend time and energy rationalizing our own behaviors, beliefs and decision-making processes.

As investors, we want to believe we are smart, insightful and uniquely talented - even though we often fail to do the heavy lifting, put in the long hours, and make the uncomfortable but necessary decisions to achieve success.

When he cuts from 185 to 173, he's going to have all the fat cut off him and he's even going to look bigger against those guys. He's out-powering the guys at 189 right now. The guys at 171, they're not going to be as big as the guys he's overpowering right now.