Jitterbugging With Amazon, Google, Facebook, Apple And Microsoft |
| August 01, 2014 | August 2014 Bond Updates |
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The jitterbugging action of big cap super growth properties makes me anxious. If the market is mispricing many of these names, maybe it's mispricing the valuation structure of the market, itself. Maybe we're open to a 5% to 10% correction or even a 10% spurt upwards. In the good old days, sixties and seventies, growth stocks ratcheted up 2% monthly on good metrics; anything more showy was considered a vulgar display of animal spirits. |
| View more at: http://www.forbes.com/sites/martinsosnoff/2014/07/30/jitterbugging-with-amazon-google-facebook-apple-and-microsoft/ |
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