In a market that has been artificially-inflated for nearly six years and which is priced for perfection, companies are facing a situation in which, even with blowout earnings and revenues, they get curb-stomped. This is the shape of things to come for the market as a whole. Trees cannot grow to the sky. And Yellen is going to be left holding a gigantic bag of radioactive waste. Look no further than Ubiquiti Networks, which so far this morning has lost nearly a quarter of its market cap on the heels of a good report last night.
