@RealVision @rogerhirst4 stress the need for a robust framework in today's mkts &amp; cite Qi's $AMZN analysis. Macro's ability to explain #Amazon fell sharply from early Feb. Yes there is a disconnect between the #economy &amp; #equities but $AMZN is not the right way to play it. https://t.co/yBhZrzNPMl https://t.co/sEsDHfSe3m