Hey @Rokewa, Good to know you are going well. I am a tad...

Hey @Rokewa,

Good to know you are going well. I am a tad surprised you exited your RUL position in full this morning.

I did not change my approach much during the March crash, though with perfect hindsight, I wish I was more aggressive in deploying my capital as there were so many attractive opportunities up for grabs.

Nonetheless, my portfolio is pretty much at all-time highs once again. The recovery, broadly, has been swift and surprising in its magnitude, but seems unsustainable.

As always, your followers would love your thoughts on where you see markets heading, and which companies are poised to benefit the most from the "life after COVID-19" thematic.