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>> No.19016673 [View]
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19016673

>>19016604
Cash/tankers for me too.

>> No.18763958 [View]
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18763958

>>18763809
Difficult to say exactly when, but it's important to recognise the current optimism is to do with the idea that countries can open up and be more or less as they were at the turn of the year - once we start to see 2nd waves (parts of the US haven't had their first yet) and, more importantly, consumer behaviour/confidence/spending remaining depressed despite opening up, that's when people will get genuinely scared.

RE SPY: you shouldn't trust my opinion on it, but it's not far off 300 and I don't see what I described above happening for a while yet, so take from that what you will.

>> No.18150597 [View]
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18150597

>>18150488
What about Fever-tree/PZ Cussons interests you in particular? Would hold fire on Greggs/GW for now, plenty of time yet.

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