203 days ago • Posted by Charles-Henry Monchau

"Stay at home " stocks outperformed the S&P 500 last week

The Stay at Home stocks include Food & Goods delivery (Amazon), Streaming (Netflix), Work at home software (Zoom), etc. Given their outperformance last week, it looks like the market is anticipating that another lockdown is coming in the U.S...(source: Bloomberg, Holger Z)

Stay at Home stocks vs. S&P 500