One of the DT benefits! Tomorrow can be assessed on its own...

One of the DT benefits! Tomorrow can be assessed on its own uptrend(s) or lack there of. However, for those of us who hold a long portfolio, there's some reasons to be optimistic in the ST :
- RUS backed commodities and exports squeezed, giving rise to commentary including a commodity "super cycle". Low risk trades in IO are a great way to build wealth atm.
- Biden is making some clear statements over strategic resources and oil flow. O+G juniors will have any success amplified. US based ASX stocks may receive some USG stimulus (approvals, $, offtake).
- Cash is leaving Covid strategies to return to the market (local optimism is my indicator), property has plateaued at a peak, and there are more Australians to be employed in more jobs than ever before in the medium term (super, wealth effect, housing barriers to entry).
- April is historically strong, it's Spring! (in the US)

But before @Endless whips out those 1911s:
- Covid numbers have bottomed, they could come up
- War escalation
- 3rd party action / terrorism
- Governing bodies start moving in 50bp hikes

I've become a self-diagnosed sector trader, and look forward to more IO and Li trades tomorrow. Holding GGE, IBG and NVA for some alternate resource exposure.