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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: The Ox who wrote (51)	4/29/2020 11:05:18 AM
From: ItsAllCyclical	Read Replies (2) \| Respond to of 98149

I wonder to what extent we've front run demand in a number of sectors. For semi's a number of companies increased inventory when Covid hit due to potential supply disruptions. We've had to extend internet capacity for the work at home crowd, but this is also 1-time in nature. Many people stocked up on staples, again 1-time in nature. As the stimulus stalls how long will we continue to give checks for those not working? This isn't the lead story, but taken at the margin this should be considered. I could come up w/more examples.