A week ago Monday I got greedy and pushed back in on some after-tax positions I exited in December. Then the market threw up for 5 more business days. All names I’m long in retirement so I’ll hold them but
I have a shopping list waiting for a recession. I’m patient.
Why I pushed in. Did all the analysis and on the same fundamentals the prices looked better. There will be supply chain disruptions and lumpiness all year for sure, but it’s not The Walking Dead.
The worst (thank goodness my client has a travel ban): I always carry sanitizer and lysol wipes in my bag and wipe down the plane. Always Flu season rules with me. I just happen to run out last trip, AND happen to run out of rubbing alcohol, and I’m just screwed. I have never gone to so many stores so many times for a normal restock of something so simple. I need 2 travel sized sanitizer and a three pack of lysol wipes in travel size, it might as well be Scandium or Yttrium
Alaska made a great video about how they are decontaminating their planes now.