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>> No.18509449 [View]
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18509449

>>18509328
Most dangerous thing I'm looking out for is REITs receiving the margin call of doom. Domestically there isn't much in near term. If, after the staggered reopening, there is a meaningful spike in covid cases sufficient to make government panic re-shutter, that'll drop it. However, balance of news feels to me like it's tipping over towards majority positive as stuff will start to enter the recovery process and the worst of it will seem to be over. Bad earnings from this quarter may be overlooked as a one time thing.

There will continue to be plenty of volatility though. Multi-percent drops on index are not over.

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