PINS, FSLY, SE, TTD, SHOP, AAPL, AMZN, MELI, ETSY, PYPL.....oh my
Probably need another quarter for the "in the ditch" to play out. That much closer to a vaccine. Although could be sooner if the momentum trade slows down. No sign of it yet. Tech is outperforming with blow out numbers, and the path of least resistance is up in the mid term.
Patience. Have to have it to look through the short term fear and panic to the vaccine and the ultimate destination. It's a tough thing to execute emotionally.
As always, "Don't fight the Fed". You heard the commentary last week. People like El-Erian know it, admit it, praise it and then "exit their tactical positions too early". Lol
Every Apple analyst other than Dan Ives and Gene Munster ought to be taken out to the woodshed and shot!