I think you are correct. I do not short. Ever. So it is either in the market or out of the market for me. It is a very frothy time and these companies can not all be winners on their own. I am just picking those who have been building their actual business and mot listening to hype. I know the market is going to be very volatile while the top dogs are sorted out. I just keep an eye on the filings the news and the charts.
Very good opinion. I think you are correct. The stimulus will certainly help short term. I hope it is enough to float us through the pivot to the new economy. If it does, there will be less pain. There will still be corrections along the way. I do not want to own a stable when the motor car “fad” takes hold for real. Altho it is nice to see GM and Ford pivoting green quickly.
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