$MSFT $AAPL $AMZN $GOOGL $FB
vs the rest of $SPY
vs the rest of $SPY
Demographic tailwinds
$SPY $XHB
$SPY $XHB
Homeownership vs. rentals moving in the opposite directions
$SPY $XHB
$SPY $XHB
Per MS - 20% EPS growth for the first time since 04 for Europe
$SPY $IEV
$SPY $IEV
Per MS - UK is the cheapest market
$SPY $IEV $EEM $EWJ $EWU
$SPY $IEV $EEM $EWJ $EWU
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