Looking at general picture. Softbank trying to front run the fed? GM states they will be bigger than tesla when they have ignored electric for 30 years? NYC restaurants and hotels screaming so loudly about certain bankruptcy that Cuomo had to completely about face? I would say that sectors of old school auto, oil, hospitality, cruise, airlines (and Boeing), tourism, general retail, malls..all looking to capitulate. Many great individual short opportunities. The general market will continue to be propped by the fed so that short will be hard to time. But we are in a classic blow off top. The number of IPOs alone show that. And it wont be a buy the dip situation. Most of the US major sectors will be decimated in the end...partly because of covid, partly because of industry disruption by younger, stronger, more innovative players. Watching the last huff and puff of the elderly old school of the US: Trump, Biden, Nancy, Hillary, Bernie...it looks pretty ugly. Also the same with corps: GM, GE, Cat, Boeing, IBM, Exxon, Pepsi, Monsanto, Cable TV. They all look very out dated and fighting a losing battle. Can the fed prop this whole party? Even Warren can see the writing on the wall and that says a lot cuz hes old USA industry die hard.
as per popular requests....here it is. it wasn't my only winner today. my other winners included: yten, tsla, penn, zs, and pton today.