1- Benefiting from possible 6 trillion dollars infrastructure bill. 2- Being properly hedged using commodities. 3- Having exposure to the Tourism industry, apparel, and increased demand for gas in post-pandemic era.
these are awesome. Happy to see something other than Tesla, ARKK
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Moshkelgosha, with the CPI coming out in two weeks and the fears of inflation, how certain are you we will see some stocks going up? Do you think the correction is over for some sectors?