Here's where I think AMZN is a buy.
Let's take a fresh look at TSM.
The Fed, as much as it would like, cannot print a vaccine nor change human psychology.
The problems for the shares started long before the pandemic.
Discretion could be the better part of valor with the markets trading at current levels and uncertainty still surrounding Covid-19 and the job market.
The charts and indicators of SA are bullish.
The market is displaying extreme inconsistency, which is giving fits to market timers.
Plus, the market has bad breadth and PC and operating system makers should benefit from virus-inspired home-based schooling.
While valuations still aren't as high as they got in 2000, a lot of recent investor behavior feels very familiar.
The market can continue this way for a long time, and that would be bearish. It's also one of three paths I see it going from here.