2020 which looked like a disastrous yr is going to be and up 15% plus yr looks like . Any more stimulus looks doa now . All the money in the system down the s@p could easily hit 4K next yr
Rotation to the re-open trade.
Take the tech profits while taxes are low and get back in the old economy.
Makes sense to me.
Should be some good buys in high growth tech today though.
See where Twilio bottoms.
Buy it at $260