The Trouble With the Yield Curve

We all spend too much time talking about the yield curve for Treasuries. There are some situations where the yield curve genuinely obscures the story. If Amazon spins off those businesses, I bet the stock works no matter what we're seeing in the 10s and the 2s of that day. A prominent analyst from Laura Martin suggested that Apple should buy Disney. The lightning round is sponsored by TDM Eretre. Coming up: Kramer cautions against the danger of having too much interest in the Fed.