For the astute observer, 2020 was filled with tremendous trade opportunities with the market being slow to react to numerous developing narratives. The most egregious example of all was the COVID trade, where the market shrugged off the coronavirus pandemic ravaging numerous Chinese cities like Wuhan before finally taking a sudden plunge when the US started to lockdown. Another example is the slow reaction to massive fiscal stimulus. News outlets were reporting that a large fiscal stimulus bill was in consideration several weeks before being signed into law as the CARES act, yet the market only rebounded when the law was on the brink of finalization. A more recent example is the US government cyber attack, which was discussed in the news 5 days before cybersecurity stocks like CrowdStrike saw major price increases.
The Best Trade of Q1 2021
The Best Trade of Q1 2021
The Best Trade of Q1 2021
For the astute observer, 2020 was filled with tremendous trade opportunities with the market being slow to react to numerous developing narratives. The most egregious example of all was the COVID trade, where the market shrugged off the coronavirus pandemic ravaging numerous Chinese cities like Wuhan before finally taking a sudden plunge when the US started to lockdown. Another example is the slow reaction to massive fiscal stimulus. News outlets were reporting that a large fiscal stimulus bill was in consideration several weeks before being signed into law as the CARES act, yet the market only rebounded when the law was on the brink of finalization. A more recent example is the US government cyber attack, which was discussed in the news 5 days before cybersecurity stocks like CrowdStrike saw major price increases.