The five largest technology stocks account for nearly 46% of the NASDAQ 100 index. All the companies less Google had blowout Q2 earnings reports, and this only strengthens the bull thesis about the viability of their business models.
With all the stimulus and quantitative easing measures the Federal Reserve has undertaken, it appears the dollar will remain weak until we can understand the longer-term repercussions of monetary policy.
Shipping companies, specialty eCommerce companies and big box retailers continue to capitalize on the pandemic environment we are in.
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