Three Quick Thoughts For Friday

Mar 26, 2021 | Daily Note

  • There is some forced liquidation happening today in some stocks
  • The number of shares is staggering
  • Buying these stocks being sold hard might make a decent "clean up trade" on the long side
  • I'm constructive on Consumer Staples and am adding some long exposure with several names and XLP
  • Please tune into Real Vision's Daily Briefing at 4pm ET as I'll be live