Jeff Macke Ready To Chase Stocks Again (01/21/22015)

"It's not the news that's important, but the reaction. If the market is willing to pay 15% more for shares of Netflix this morning it really doesn't matter what you think of Adam Sandler flix. For that matter, it's irrelevant that House of Cards pushed its creative ambitions in front of a train years ago. Wall Street wants beaten down stocks and content. That's not a green light to buy high spec names but it's a flashing yellow for more aggressive traders."

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