I had another opportunity to speak with Andrew Horowitz this weekend — last we spoke [Mar 12, 2012: A Chat with Andrew Horowitz] the market was in "teflon" mode (at least in large caps) in early March but of course since then things have become much more volatile. Main topics of conversation were Investor Business Daily's call back to (tentatively) constructive mid week, why Europe's currency is holding the region back, recent market action, and corporate profits. Long time futures/commodities trader Larry Williams was Andrew's other guest in this week's show.
(please excuse my excessive use of the word "uhhh.." in the first 5 minutes, it was early in the morning)
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