Short Apple, Short Teva

There's a saying, "Can't keep a good guy down" or I guess in this situation, stock, but call me skeptical.

1) Bernard Baruch made his first million shorting, not buying, the copper mine in its day. I thought my first million in the market would be shorting the copper stocks, but at the moment this appears to be one of those aberrations.

2) Joe Granville has a theory that all parabolic moves must be shorted

3) Apple's products comes in waves then a competitor comes along...

4) The iPad, at its cheaper price, will eat into its computer business

5) The iPad will get cheaper not more expensive...

6) We don't like monopolies and Apple will be no different.

7) Teva sells generic products which in theory should have low markup. There will be competitors.

8) Teva doesn't add value and cycles change and value will be demanded

9) Mr. Buffett has a saying "be fearful when others are greedy"

10) It sounds crazy. But people forget that Apple Co. is not an angel (options backdating and Jobs health) and Teva's legal staff over substance.

In order to make that million, you will need to risk capital that may have been hard to earn and that's the problem. I guess the other problem is the timing of it and previous memories that may have not been so kind (thinking of my Goldman Sachs options).

But as George Patton sums it up "Now, there's one thing that you men will be able to say when you get back home, and you may thank God for it. Thirty years from now when you're sitting around your fireside with your grandson on your knee, and he asks you, What did you do in the great World War Two? You won't have to say, Well, I shoveled shit in Louisiana. Alright now, you sons of bitches, you know how I feel. I will be proud to lead you wonderful guys into battle anytime, anywhere. That's all.”