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The “Everything Risk” Is Here | Ed Harrison
Forward Guidance
The Phantom Mag Stocks: A Market Cap Perspective
Ed Begala: I look at the Phantom Man stocks as the eight largest NASDAQ 100 stocks or that were the eight largest when the NASDAQ first started to sell off in November. He says they include Facebook, Apple, Netflix, Tesla, Amazon, Microsoft, Alphabet and then Nvidia.Begala: When those last three give way, that's when we have to worry that the overall economy has been compromised. China is exporting stagflation because their zero COVID policy means that supply chains are snarled which adds into inflation but lowers demand within China.
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