Need to Know: Here’s why Britain’s Warren Buffett is sticking with Facebook’s parent and other beaten down techs

Exasperated observers -– probably those who have made the wrong bet — often claim that markets are incapable of absorbing more than one important thing at a time.

Well, inflation was so last Wednesday. Now it’s all about the earnings. The macro guys hand the baton to the micro. Top down to bottom up, allowing the stock pickers to take the spotlight.

For…