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cyclical stocks
Tong's Portfolio
While manufacturing and exports have largely recovered, services lag behind
The tech sector has been somewhat of a laggard of late, amid investor rotation into cyclicals.
December 04, 2020
Tong's Portfolio
We started positioning into cyclical stocks in the last few months
Stock gains accelerated after Pfizer announced an interim analysis that its Covid-19 vaccine.
November 13, 2020