I'm unhappy about today's action in the S Fund, but no THAT unhappy. I'm going to hang out in the S Fund for a while. I'm suspicious of government's (all governments in general) talk/threat of further lock downs in the midst of at least two fairly good vaccines. Whatever the case, what I'm seeing in headlines does not reconcile with what I'm seeing on the ground. People are wanting to go, go, go! If you're worried enough, get the vaccine, if not, then you're obviously not worried. So, put those two together and you see a population that is for "all systems go."
I'm counting on the market to follow the people. I see Canada is reopening their border, so...