Phil Palumbo provides his take on the most recent market rally which is part of the overall economic reflation trade. He sees areas in the market that are overvalued such as certain technology growth stocks, versus cyclical value stocks in airlines. Phil also sees secular tailwinds in post Covid-19 technology names like DOCU and cyclical opportunities in the oil patch.
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09 Feb 2021
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Phil Palumbo provides his take on the most recent market rally which is part of the overall economic reflation trade. He sees areas in the market that are overvalued such as certain technology growth stocks, versus cyclical value stocks in airlines. Phil also sees secular tailwinds in post Covid-19 technology names like DOCU and cyclical opportunities in the oil patch.
The Watch List
09 Feb 2021