Half the population will not be going where there are large crowds for a long time, or where they are in contact with others in close spaces. The other half will not care.
I am very cautious in some ways, not worried in others. I have a 6 year old son, so not allowing him to see any of his friends and be home 24/7 is not an option. I am 70, so I have to be very careful in most ways, even if am healthier than most americans half my age.
Bottom line: Covid related stocks will keep doing well for a long time. Like in 2000, some hyped plays will crumble and fall, others like AMZN will grow and dominate.
Semis is where I like to put my money, building blocks for everything else.
