Topics for this episode include the massive change in sentiment with some of the big-cap names, the apparent rotation in safe-haven assets as well as a more in-depth look at how Horowitz & Company manages money.
Of course we must take a look at some of the financial conditions, employment and Europe. Clearly the negative rate experiment is backfiring.
What is With Facebook (FB), Google (GOOG) and the other darlings?
This month: FB – 7%, GOOG -8%, AMZN – 14%, NFLX – 10%