Submitted by Mark Hanna
Courtesy of MarketMontage. View original post here.
It has been just over a year since the last conversation with Andrew Horowitz and his weekly podcast, so we just had our return engagement at the end of last week (right before the big Friday drop). Most of the focus was on the market that just won’t quit, the constant rotation, the lack of correction, the divergences that have yet to matter and the like. Feel free to listen in here… (audio link is about 2/3rds down the page).
Those with ITunes can use this link.
Disclosure Notice
Any securities mentioned on this page are not held by the author in his personal portfolio. Securities mentioned may or may not be held by the author in the mutual fund he manages, the Paladin Long Short Fund (PALFX). For a list of the aforementioned fund’s holdings at the end of the prior quarter, visit the Paladin Funds website at http://www.paladinfunds.com/holdings/blog
