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I am still thinking that, considering where the market is now, the downside is SO much greater than the upside, given that 40 million people are out of work. That's going to affect earnings and bring down the overall market. There are still companies that will be able to swim against this tide...but it will take a while to find them...and I am proceeding with caution.
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I am HUGE! Bring me your finest meats and cheeses.
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Opportunistic from day to day (?)
Perhpas it's best to be act opportonistic from day to day.
The general framework is extremely bad...
... on the other hand there also seems a lot of money wanted to be invested, especially in the "stay at home", selected technology and healthcare stocks.
Best regards,
wifwif
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