Welcome back to another episode of Wall Street Unplugged.
On today’s show, Founder and CEO of Horowitz and Company – Andrew Horowitz, and I breakdown the recent sentiment shift surrounding the most popular momentum names in the market – Facebook, Apple, Amazon, Netflix, Google. Otherwise known as “FAANG.”
Andrew explains how this “rotation” – from megacap growth companies to value stocks – may signal the market’s tone for the remainder of the year…
We then talk about how the recent rise in the U.S. dollar will impact the commodity and financial industries going forward.
Finally, Andrew shares his favorite market ideas – giving us a few more names to place on our radar…
P.S. Small-cap stocks are experiencing more volatility than at almost any other time I’ve tracked them. We’re talking over 20 years of research…
And in this week’s Educational Segment [50:49], I’m going to show you how to turn this volatility to your advantage. With this powerful investment approach, you can make massive short-term gains in the next earnings season.
Links & Resources
- Check out my last episode with Andrew: Ep. 543: Andrew Horowitz: Interpreting Today’s Volatility
- Stay connected with Andrew on his blog, The Diciplined Investor
- Here’s a link to the mentioned Shadowstats.com
- Learn more about Andrew’s newest project, Envestology – The advisor crafted, technology enhanced investing platform