Churn And ‘The Absence Of Conviction’

Churn And ‘The Absence Of Conviction’

"Churn" now seems inevitable. Tech, stay-at-home favorites, and pandemic winners will look oversold to salivating dip-buyers. But macro investors will insist that the confluence of fiscal stimulus and vaccine-driven economic normalization means the reflation narrative and attendant pro-cyclical rotation will remain the defining features of zeitgeist 2021. And then there's the self-evident, "in a vacuum" case for the likes of Apple, Amazon, and Google, which aren't exactly fly-by-night operatio
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