Thanks, that's an interesting group of stocks. I'm also figuring on a market correction before too long. It sounds like the timeline for the Fed's tapering plans may have been accelerated, but on he other hand there is evidence that global growth rates already peaked and are now slowing. China recently had to ease credit, while the US is planning on tightening, so some mixed signals out there.
Fwiw I've mostly been out of stocks for the last month, not wanting to give back those nice 2020/21 gains. The rise of Delta seems ominous, and the stock market looks in need of a decent correction.