You can't refute many of these gains. How do you say that Moderna (MRNA) doesn't have the winning hand? How about Novavax (NVAX) . Sure it might have failed repeatedly but it got Warp Speed's attention.
Or how about the opening trade? The casinos are running, Macau's lifting the quarantine. How can you not speculate the quarantine will end everywhere else?
If that's the case why not buy the rails. If that's the case why not buy the airlines. Hey don't forget you can even buy the cruise ships!
That's right, I actually read a piece this morning that said you can buy Carnival (CCL) because capacity is coming down.
I know it is galling to sit here and use the "buying opportunity" that was up "only" 200 points on the Dow but that's pretty much exactly what you get when you have so much positive research, a positive quarter from Action Alerts PLUS name PepsiCo (PEP) , and a romp of stocks that do better when Covid rages in the southern part of the United States while it wanes in China.