The negative narrative is easy to construct, but emotions, momentum and 'fear of missing out' undermine logic.
A look at those stocks likely to lead in the short- and long-term, the headlines out of China and Hong Kong, and the import of fiscal stimulus.
Beijing has given up playing the game of pretending that Hong Kong is governing itself. You could potentially be charged under the city's new national-security law.
It's time for greater recognition of Taiwan as the independent state that it is, and time to push China on that front instead of trade.
The surprise abandonment of a Japan project by Las Vegas Sands is just the latest indication of how red tape is turning suitors away.
With the first of Disney's 6 theme parks back open in Shanghai, will business get back to normal in the world that Walt built?
We have seen the first-round effects of the virus, now it is time for Round 2.
The emotions that usually move this market have been undermined by outside forces.
Don't just follow the herd, time your exits and entrances well -- even if it is a big player like Warren Buffett that is leading the charge.
It is time to look at how quickly demand can return, despite the Fed's 'all guns blazing' approach to stimulus.