11-09-2020, 10:25 PM
DOCU sure seems like a good option for routine care.
I kept my powder dry today. Gradually lightening up on pharma and defense while I am up. Those aren't what I want to overweight under a DEM administration unless they dip. Hoping for a few more down days in tech soon. Once MMM and CAT hit $200 the market will be looking for relative deals.
I see Cramer was hyping airlines even after the run up. They sure seem like damaged goods to me. I still believe at least one major will go away and several will struggle for a very long time with the increased debt load.
I kept my powder dry today. Gradually lightening up on pharma and defense while I am up. Those aren't what I want to overweight under a DEM administration unless they dip. Hoping for a few more down days in tech soon. Once MMM and CAT hit $200 the market will be looking for relative deals.
I see Cramer was hyping airlines even after the run up. They sure seem like damaged goods to me. I still believe at least one major will go away and several will struggle for a very long time with the increased debt load.