Longtime friend, Andrew Horowitz, and I were talking on the phone the other day…
Apart from catching up as close friends, we dove into some interesting talks about today’s economy.
I mean, how could we not?
Oil and financials are rolling over, wage growth & home-sales are weakening, auto sales are down, commercial real-estate… yikes.
And, on the other hand, you have only a select group of stocks (FANG) that’s really pushing this market… all while the “investor fear gauge” known as the VIX is sitting below 10.




