Narrative was that Biden will be a death for the market & portfolio went 30% in 5 mins. So much of it.
Inflation will hit at some point, so gold and metals. It might be a bit premature now, but 2022 looks like an inflationary year.
Rotate out of tech and into consumer services, transportation, medical devices for optional procedures, etc...
All SPDR ETFs: Regional banks Industrials Materials Retail Metals and mining Consumer discretionary Transportation The play is expected earnings everything related to economic growth. But using materials, metals and mining as a somewhat inflation hedge.
No worries. It will rotate straight into tech in the days ahead as the yields drop off back below 1.5. Don't fall for the shannigans. Tech will be in favor very quickly as this trade in tech will last another century or 3. Yes. Nothing can replace technology, these stocks are the hottest stocks and will remain hot for a long long long time....