US Equity

Pullbacks should lead to more rallying.
The sector's relationship to the yield curve no longer applies.
This is precisely what has powered the monster moves we're seeing.
The stock was a bit down aftermarket despite good results.
Jumping on board this market is not only difficult but risky.
Some analysts have had it wrong.
Whole Foods is a good example of this assessment method.
Is it growth when companies have to break up to create value?
The stock seems set up for disappointment -- and, then, recovery.

Long Netflix, Short Box Office Real Money Pro($)

The box office seems to have lost its mojo. 

Columnist Conversations

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