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Archive of entries posted on 19th May 2020

Will we again enjoy our cities and our offices? Pray that someone dumps some nice bargains into our laps

Here’s year-to-date of the three main indexes. It’s pretty obvious where the action is: tech stocks benefiting by the work-from-home and shop-from-home technology revolution and the search-for-a-virus. Thank you Amazon, PayPal, Apple, Shopify and Moderna. I also own JNJ, LLY, and UNH. It’s also amazing how quick this V-shaped recovery was. Who knew? Half my […]