RE: Whilst29 Jun 2020 08:26
Just on Bloomberg 2 minutes ago, Argonaut capital founder was talking some sense. Said stay away from tech, focus on cyclicals, as those stocks are the one which will accelerate most rapidly ad the economy opens up. AML would be classed as a cyclical....
He also pointed out that no country who saw a significant first wave, is seeing signs of a second wave of Covid. I'd not actually noticed that! Portugal and Sweden where very low when everyone else's high. Death rates in the US are actually still low - as the median infection age is under 30.