Let’s talk… the reopening trade!

Can you still invest in the reopening of the US economy or have all potential gains already been realized? 

In my opinion, if you have patience and are willing to take some risk in your portfolio,  it’s worth investing in the reopening of America and the world, for that matter. 

We have all been tied down to a certain area, and we want to get out and do stuff. I’m not big on cruising but the people I talk to who love to cruise can’t wait to go again and are upgrading their typical accommodations. There was a segment this morning on CNBC about malls and how people are flocking to malls once again. Again, this shows people want to get out. 

One of the main things I’m looking at when investing in this area is what segments have reduced their capacity and have an inability to add it back quickly when things return to normal. This in turn can cause a shortage which can cause prices to spike. 

What are some things that you did before the COVID that you can’t wait to do again?

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The opinions voiced in this material are for general information only and not intended to provide specific advice or recommendations for any individual.

The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.