It seems to me that from here on for at least a while, the best performers with the most upside are going to be the recovery stocks- like hotels, airlines, cruises, offices, entertainment venues etc. It's not going to be the stay at home stocks anymore. Those peaked a few weeks ago.
But this thesis seems too simple. Like it's too simple and obvious to be true. But if we do get a vaccine in a month or so and we continually get positive vaccine news every week or so, this seems to be the most logical conclusion. I mean there might be a few bumps along the road, but it seems like this is the way to go. Kind of like how during the past half year the way to go was to just put your money in big tech and stay at home stocks (and EVs).
What do you guys think? Anyone take the opposite view?
Submitted November 15, 2020 at 08:39PM by nycxjz https://ift.tt/3kyVeHc
