I had two interesting conversations over the weekend with...

I had two interesting conversations over the weekend with friends.

One was with a surgeon - high level, he said he feel likely vaccine will be in reasonable future (within the year) AND a vaccine will be for COVID-19 and other mutations (ie. the different strains that are emerging will be included in the vaccine). He said he sees COVID vaccine been integrated into your yearly flu shot (so this wont linger on year after year as a major economic issue).

Another conversation was with a senior exec Asia Pac for Microsoft - lets just say he has smashed his year b2b targets and this is widespread in the bix. B2B is the backbone of Microsoft, so at least one example of a FAANGMAN stock that might get through ok.

Still Hodler of Bus btw... but not sure about myself anymore and if this is not a triple top at 2230 then I might be looking at selling down and a re-enter later.