You don’t have to buy these two stocks — but you should be fully long here — correlated with the market in stocks that go up when people are bullish. These two names, ZEN and HUBS, represent the very best in SAAS — a software industry brimming with growth and optimism.
I sold both of these stocks much lower — but that doesn’t stop me from delving, mind you, back in for the big run.
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Party’s over. Board the Ark.
I’m thinking that the long end goes up before it goes down.
Interest rates, I mean.
As well as ZEN and HUBS have done, I still like GUSH, SOXL, and TQQQ better. But I may buy a little.
As an aside, it would appear that Trump is on the side of OPEC, or at least wants higher oil. Makes sense, we’re a net exporter.