Second Stimulus - Suddenly the dark clouds appear to be dissipating in the near term. I’d still own tail hedges & do, but I’m mostly long here for the first time since March 15th and second time this year. There is also a chance of YoY comps bottoming in Q2 as stimulus was front loaded in 2021.

1:54pm PDT - May 23rd, 2022

Suddenly the dark clouds appear to be dissipating in the near term. I’d still own tail hedges & do, but I’m mostly long here for the first time since March 15th and second time this year. There is also a chance of YoY comps bottoming in Q2 as stimulus was front loaded in 2021.

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Endless Capital (@endless_frank)