Clearly I'm having a bullish moment. Responding to GS's new GDP forecast of the week (it's hard to keep track of their constant revisions....) I point out that employment has improved and the avalanche of white collar layoffs isn't being seen, yet.
Keep in mind my sentiment that day - we just got off of a mini-correction that I was using to add to my equity exposure.
I said it best with "It’s going to take a year to get earnings back but the market knows that. It’s already pricing it in. As soon as we get a vaccine announcement, I think tech’s relative performance, the mega techs are over."
To which Maria responded, "I think you’re right."
Time will tell.
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