Judging from relative outperforming in the bounce for the NASDAQ to the DJIA and S&P, it appears that investors are repositioned in fundamentally strong tech stocks such as AMZN while remaining hedged in safe haven assets such as T-notes.
Moving forward, the market will likely continue to reward stock picks of fundamentally strong tech stocks with "lockdown" theme (e.g. NFLX, ZM, AMZN) instead of simply buying the index.
Moving forward, the market will likely continue to reward stock picks of fundamentally strong tech stocks with "lockdown" theme (e.g. NFLX, ZM, AMZN) instead of simply buying the index.
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