Stocks - the covid recovery roadmap

So let's try to figure out together how will recovery happen, here are the strategic sectors:
>Oil
>Defense
>Cruises/Planes
>Common goods
>Clothing / Fashion
>Automotive
>Defense
>Financial services
>Landlords / Real estate

Attached: coid.jpg (292x173, 9.43K)

forgot
>Healthcare
>Education

>recovery
it's a dead cat m8

It's out of the dead cat zone

China’s plan of global domination is in the works. They’re about to invade India.
Dindus are chimp screaming and destroying their own workplaces
Russia and saudis trying to destroy the petrodollar
Feds printing more money than even exists in usd notes by double
Chinkflu season 2 is coming this winter
>recovery, when?

that's random shit talking, i'm asking you to put those labels in order, it's very important

its a return to normal mate

Of course it is.
How would you order the >labels?

>China’s plan of global domination is in the works. They’re about to invade India
no
>Dindus are chimp screaming and destroying their own workplaces
hurricanes etc. are just before big economic boom
>Russia and saudis trying to destroy the petrodollar
trying, yes. succeeding, no
>Feds printing more money than even exists in usd notes by double
they will simply print until their debt is easier to pay. devaluation 101
>Chinkflu season 2 is coming this winter
is it really? no.

mate, just ignore the random shit delusional political talking, we had enough of that
What's this thread about:
>How does a recovery structurate in time?
what's for?
I will tell you later

Airlines are going to keep rebounding for the next 2-3 weeks/month. It’s literally free money. No one should have ever listened to that old faggot buffett. Just go all in calls DAL and BA. It’s that fucking easy. Why nerds waste their times with imaginary coins on the internet and complain about missing the dip of the century when we are not even half way from fully recovering from the dip? I have no idea. Most people are just fucking retarded and will stay poor until they die, it’s just the reality we live in. The only stocks that recovered are tech stocks because people are locked in, and that’s why we are reaching SPY 330. The bubble will burst soon and airlines, oil, and essentials will be mooning. All that money from overvalued shitty tech stocks will be transferred to essential services and they will reach ATH end of year.

normally that would be true but the economy is in a horrible shape this rally will not sustain.

What you said it's true, but there's more.
How would you order the labels i wrote? What will recover first, what next?

look at the SPX

you think the markets and the economy are short term correlated at all? wow...

>the economy
i don't care about economy, honestly

yeah but it's eventually will drag everything down.
the markets can be irrational but you can't keep bullshit business afloat indefinitely.

second pandemic wave will we have it or not?
why?

Even if corona is literally a made up meme, the indirect effects from it most certainly are not.
First off you can say bye bye to the tourism sector this entire summer. People will be happy even if they get 50% of last years profit. Not to mention all the businesses with just-in-time logistics that got gigafucked by this situation and are currently desperately trying to stay alive. Service sector fucked.
And then once all governments stop giving out short term trump bucks tier pocket money in a month or two you'll see the true extent of all of this.

it's inevitable not enough of the population is immune yet if any.
it will go around the globe until it will become like the common cold. because only the variants that are mild will be ignored it's evolution. not killing it's host is advantageous to a pathogen.

I don't care about economy blurbings, mumbo jumbos, opinions, fundamentals and shit.
We are getting out of lockdown.
Can any of your think about how those fields can come back at normal?
>Oil
>Defense
>Cruises/Planes
>Common goods
>Clothing / Fashion
>Automotive
>Defense
>Financial services
>Landlords / Real estate
>Healthcare
>Education

What would you put first? What second? What then?
Will people start buying cars again? Will they pay the landlords first? When will consumes get back to normal? That's all that matters right now.

>I don't care about economy
>When will consumes get back to normal?
man you're quite of a mental midget

nothing is over yet that's all i'm saying. we still gonna experience the worst recession in human history we still gonna struggle with covid for years the economy is still shit and companies valuation will absolutely feel it.

you are a moron if you think anything changed since 2 months ago.

I obviously care about, what i don't want is just people arguing about nothing and normie cliches, that won't lead to anywhere.
Let's put this in numbers, we obviously know that all the world got hit by this covid and stuff, all got freezed, someone suffered more, someone less.
Now what: market reaction was huge, maybe too much, and things are getting back to normal now.
What i want you to exercise is: how things will get back to normal? What's the structure? Who will recover first?
Healthcare already peaked and now is probably in downtrend.

but when i look at that list i think education has to go back to "normal"

>invade india
I stopped reading after that

It definitely did, you can just look at the covid map numbers.
I'm not saying that it's all solved, but it definitely peaked and now it's coming back to normal.
There will be a second wave? In 2 weeks? Definitely No. In 3 months? Maybe.
I don't know, and i don't care.

>back to normal
that's not gonna happen for an other decade.
you don't seem to understand how bad shit really is fundamentally.

>things are getting back to normal now.
No they are not. Tourism is fucked this entire year. Music industry as well. All live events are fucked. Any company that has just in time logistics is gigafucked. And none of this are isolated industries, one thing leads to another. For a lot of countries tourism is the sole reason why they have money.
Thinking that cruises will back to "normal" is just retarded.

We are only entering the phase where people will get royally fucked by unemployment and lack of money.

You've read too much normie zines, and too much normies arguing about shit they don't know, probably you're thinking to some 1929 stuff.
Problem is that 1929 was the first huge financial crisis (because unironically stop losses didn't even exist) and no one knew what to do.
1929 lasted like 3 years, there wasn't such thing as money printers going brrrr.

In 2020 market is a little more awake and reactive to shit happening, we live in a clown world and the show has to go on.
Bobo winter decade cancelled.

Next question.

You suppose that people will stand still and do nothing, but this could lead to some new idea.
We are here to figure out how things will change.
But seriously, let's try to put in numbers.

nah, shit was bad for years pretty much ever since 2010 it was obvious we gonna have a bad recession around here.

but you didn't short, did you?

It's like this, all boomer shit is on shaky grounds. Stocks, oil and soon real estate.
And all of that is only helping the current express digital transformation of the world. Basic accelerationism at place. Not just communication and information flow like it was till now, but entire businesses, public institutions like schools, everything. The very last hobo is forced to operate on the digital domain aswell, digital or die. Everything online.

Now think which digital middle man can profit from all this.
Have a nice day

also again the markets and the economy are not exactly correlated. some try to play the market based on the economy and thy are getting absolutely rekt right now. long term sure, it has to have an effect because commerce and productivity will suffer in a recession companies will go insolvent en-masse and so on... but short term it's just retarded emotional panic driven pumps and dumps.

no i'm not trading the stock market actively i just buy the dip and oh boy the dip is not yet in. i will probably add to my positions within 2-3 years (when the shit can't really get any worse anymore) tho. right now i only actively trade bitcoin exactly because what it told you and because it has it's special circumstances.