Enough of the fucking bullshit. Biden is going to be our next President, of these Unites Steaks of America. We are a corporation, explicit in the goal to create wealth for those smart enough to do it. With that being said, let’s not pretend Chinese trade relations aren’t going back to a pre-Trump arrangement. Today the S&P closed at record highs, after Trump conceded Arizona to Biden. Whether fraud happened or not is immaterial to me. Let’s read the tea leaves and check our retarded political opinions at he door.
There are a slew of China trade plays worth pursuing. A cursory google search will provide you with the obvious names: WYNN, SWKS, TXN, AAPL. However, there are a great deal more that might benefit, such as CLF, FCX, X, even XOM.
This week was all about rotation, out from the COVID winners and into pro China trade and value stocks. I do suppose we’ll get back to handwringing over the revenues prospects at ZM soon enough. However, and at least for the time being, I am content with a slower than molasses dropping off your kitchen counter portfolio of value plays, boosted by a pastiche of timely growth plays.
We should, however, be looking towards the next 4 years and formulating strategies that might become part of the daily go to sectors now, such as steel, coking coal, and fucking casinos.
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