Analysis of Recent Stock Performance and Market Outlook

Discussion on the recent performance of various stocks, such as Google, Amazon, Netflix, Apple, and Microsoft, in relation to factors like yields, the dollar, crude oil, and the Federal Reserve's tone shift. Analysis of the S&P 500 and NASDAQ 100 performance, as well as the outlook for the economy, geopolitics, and the US consumer, with reflections on similarities and uncertainties compared to the previous year.