The 3.5 trillion infrastructure bill, as I understand it, is all...

The 3.5 trillion infrastructure bill, as I understand it, is all cash in, mainly Public Servants pockets.
This will flow to all the internet tech favorites, before commodity stocks.

The jag down in markets, is often big and anti-logical.
Some maintain that markets are a hunt for logical positions, as the logical position is the accumulated position of size, by the many,confident, that they understand realistic factors.

Months ago, it was inflation as the prevailing meme.
USA bond yields started down, and the resultant amount of money lost, was enormous.
There was nothing illogical about the money printing inflation meme.