The Lull Before The Storm----It's Getting Narrow At The Top, Part 2 | David Stockman

``... the market has narrowed down to essentially four explosively rising stocks----the FANG quartet of Facebook, Amazon, Netflix and Google----which are sucking up all the oxygen left in the casino. At the turn of the year, the FANG stocks had a combined market cap of $740 billion and combined 2014 earnings of $17.5 billion... At this week's close, the FANG stocks were valued at just under $1.2 trillion, meaning they have gained $450 billion of market cap or 60% during the last 11 months----even as their combined earnings for the September LTM period were up by only 13%.''