This thread has to got be the biggest circle jerk of perma bears on ET.
Some stuff's taking a breather, namely tech and some materials like lithium, base metals.my 2 cents: pandemic will be over in the northern hemisphere by june. flights, hotels, restaurants, cruises, all open again going to the highest bidder with massive pent up demand. inflation like we've not seen since the 70's. overweight materials and oil, short tech.