1 month Hotels, boats, banks and Casinos oh my! Reddit        

Does anyone else see the reopening trade come crashing back down to reality toward the end of summer or winter and going right back into tech?

Is there still room to run in these trades and are they sustainable at the levels there at?

Just as a lot of the high flying no earnings tech names crashed to reality, are there similar reopening trades?

I heard that a good deal of the value cyclicals have no earnings or low earnings behind them also.

I mean everyone has poured there money into JPM BRK.B etc, and for years financials have underperformed the market.

What about Cruise Lines, casinos, and the materials sector?

What if cruises don’t do that well this summer ? Or casinos?

Are these more or less short term trades?

I mean even value has historically underperformed the market.

Is value going to suddenly outperform for years now or just in the short term?

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