- The market has a go-to plan when in doubt
- The Q1 attribution has been very different versus past quarters
- Attribution studies for Q1 for all the major indexes
- Another flip flop day with the stay at home and reopening baskets
- I’m adding a Cannabis ETF as a new long idea
- I had my second Pfizer shot yesterday and have a headache today so the note took a while to put together
- I am personally getting long some Advil and might be slow to respond to emails