This is a business, the direct selling, that bizarrely works best when times are bad.

Microsoft was not a mysterious, strange entity. You put your PC on and there's an ad for them.

On days like today you realize that you just can't keep these hypergrowth stocks down.

If you can't find the next McDonald's, I'll find the next McDonald's. But it's vital to be with people who with looking for 'em, because they do exist. They are created.

They don't take eyeballs at the bank. Those who value stocks by eyeballs should go be ophthalmologists, not stock analysts. There is no cyberworld where reach trumps profits.

The way the credit cards were made in the '80s to be a people's form of capitalism and be able to make it so that you could get a loan that you would have been denied previous, now that's the way stocks are.

But be very, very careful, because when you're playing with momentum, you're playing with fire.