2 responses

  1. Hi. Good call to go long on consumer and small caps. Is it time to rotate to other laggard sectors yet, eg travel related sectors such hotels and airlines? Thanks

    • Thanks for your comment. I haven’t figured this out for myself yet, but I’ll be writing about it over the next while. My sense is that there’s still lots of time. In my own portfolio, I have a tiny position in MAR, but there’s nothing either in the news or in MAR’s stock price action that says I should buy more.

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