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The strong rally in equities in November has been welcome, but there are abundant reasons to be cautious going forward.
The exodus out of large, high tax and high-density cities will continue in 2021 even if it might not be at quite the same pace.
I think the market is getting at least a little ahead of itself.
I can easily see a 5%-10% pullback over the next few months with a larger drop possible.
Trucking company U.S. Xpress and truck stop operator TravelCenters of America should benefit as transportation demand rebounds.
This city should be a primary beneficiary of the exodus out of the large and high tax places that has accelerated thanks to the pandemic.