I'm still thinking about my Friday interview with Maria Bartiromo - we talked about Apple's inevitable slowdown and reliance on services, but the real story is that iPhone sales will continue to be important - why? You may see 25% margins on iPhones and 70% margins on services - but what people don't get is that Apple has it's own hedge fund in Nevada that invests the float between sales and paying vendors. Yes, they get a 60 day float! For those value players that just can't understand why these firms keep printing money, it's the structure of these firms that has never existed before.
Then it's just some obvious stuff on jobs data - forget stressing about the numbers and focus on wage growth.