Lockdowns & Equity Flows

“Davidson” submits:

Daily TSA data and equity market prices reflect the impact newly announced lockdowns have had on travel and investor psychology. California and New York, two states having largest GDPs, transportation infrastructures have resumed lockdowns and it is showing in this data with TSA traveler count percentage dropping from its 40% level 2wks ago to the current ~30% vs 12mos ago. Equity market psychology has shifted providing a surge in the VOOG market price representing growth issues reviving the earlier stay-at-home theme.

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The information in this blog post represents my own opinions and does not contain a recommendation for any particular security or investment. I or my affiliates may hold positions or other interests ...

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