Market bears gonna bear, bulls gonna bull. I say look left.

fund managers have returns targets that are inescapable and the people who can still shoveling coin into 401Ks.

outperformance means guessing where the managers point the firehose next

always a dance between pulling the trigger and getting fired or not pulling the trigger and getting fired

bios, banks/payment processors, travel/leisure, autos, healthcare, housing, heavy equipment/durables and materials my boring sectors of choice for 2021. And weed/alcohol producers. I think there will be movement in this area that will change the low grade recreational drugosphere

pharma also could benefit longer term from this. for now the brewers and distillers benefit most.

energy (fossil and renewable) also... but so much turmoil to come in this area...

my thesis is still people going to go batshit crazy with economic activity soon. ymmv.

global synchronized batshit crazy

commercial real estate is going to be a huge drag... malls, commercial office space.

we were already way over-retailed. it's gonna take a while to work through all that

for example... the MSFT main campus in my backyard... 60,000+ people used to work there daily.

they're letting most everyone who wants to work remotely as long as they want. that's a lot of space with the wind whistling through the halls.