Threat to the rally, dog of the Dow, and the three B’s

Energy & Financials are flying, Tech is tanking and bond yields are strengthening. All this as a formerly dovish Fed official just got a little more hawkish. We’ll reveal the biggest threat to the market rally right now. Plus, Disney was the worst stock in the Dow last year, but Wells Fargo just named it a top pick anyway. We’ll speak with the analyst behind the call. And, in today’s Rapid Fire: betting on Amazon, beating bitcoin, and being Adam Neumann.