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That this may reflect an extension of that stayathome trade weve been watching. Look at all the stocks popping early on those are all Companies People were giving up on even ten days ago when they felt the trade was the mike corbat trade. You recognize if you can do what some companies are doing, which are saying its up to you if you want to come back. I think now the onus is saying im not coming back. No way lets dig n get bin and get bet cybersecurity. Those are the stocks that are popping. I respect that from people who say i do not want to be back at that building. The pandemic is not done and the pandemonium has begun. What explains boeing up 1 , carnival up 2. 5 i assume were looking at hopes that these demonstrations and protests will not result in a further outbreak of the virus, and that these epicenter stocks will continue to outperform. We keep betting you have to have it. Its been seven days now the incubation period, theres a lot of news stories saying the new strain is ou

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