RADIO SHOW 2/14- ALL OVER THE MAP

SOURCE: https://www.spreaker.com/user/10863617/ie-02-14-22   Worst was first. Higher beta growth, mega-cap tech, software types has the r/s today but don’t blink. Many of the names just bombed out stocks with counter-trend rallies. First was worst. OIL STOCKS pulled in even though oil prices were higher. Just extended and so far, just a pullback. FINANCIALS weaker with…

FACEBOOK (we still call it FACEBOOK) NOTES

FB real bad coughing up. The issues: Loses daily users for 1st time…over 1 million. Young people leaving in droves. Competition for eyes…tik-tok and others. More more towards video…tougher to monetize. Goes from a growth stock to a no growth stock. (for now?) Very over-owned, over-loved, over-leveraged by institutions. This is great in bull markets…