What investors have learned one year since the stock market bottomed

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What accounted for the breathtaking recovery? Most traders cite the lessons the Fed learned from the Financial Crisis.

While Technology has also done well , consumer sectors have greatly lagged the reflation trade because those stocks benefit less from the "reopening" of the economy.What investors are really invested in: Rapid change

Investments in clean energy, online retail, lithium/batter, 3D printing, cyber security, have all exploded in the last year.Lithium/Battery up 217%"Investors are betting that Covid is speeding up a tech transformation of the home and the workplace...so investing in change is definitely a theme," said Murphy.

Can you have both? "Over time, one will prevail over the other, but right now, circumstances are such that there is room for both," Steve Sosnick from Interactive Brokers told me. "Think of all the new investors that have come into the market in the last year. The new money has gone into that thematic tech. That's what happened in the late 1990s: a whole new crop of investors came in and were interested in tech.

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The fed will furiously print money to benefit the rich with no thought put into the consequences for future generations?

Speculators have learned that the at the wheel will always make them win big. Investor didn’t learn anything as the fed suppressed fondamentals and suppressed visibility as nobody can assess risk anymore.

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That we haven’t invested enough when it did!!

Oh. Oh. Let me guess....not much.

Don't fight the Fed.

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That the FED will buy it all 😀

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