When In Doubt

Mar 31, 2021 | Daily Note

  • 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