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Archive of entries posted on 24th November 2020

Themes, buzz and growth. These three are what mould today’s stock prices

Until the last two weeks, “stay-at-home” tech stocks were working beautifully. They’re what I own and are in our portfolio on the right hand side of the blog. Lately things have changed: The election. The vaccines. New rules voted in. Hence our horizons have broadened. What works now (maybe always?) are three things: Themes, buzz […]