The Giants keep growing their market share, CPN has acquired SF from MAJOR. The other giants are letting their competition go bankrupt (hotels and F&B are an easy example of this).
Market wise – It’s driven by Covid Politics for the rest of the month. Earnings season has started, so you’ll see less buying/selling by management, the winners in the 2Q are likely to be the logistics/supplychain/commodity players more than anyone else. Still of the viewpoint that generally the overall market’s earnings are going to surprise higher.
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