“Today is about a little bit of a rotation back to large-cap tech,” Marc Chaikin, founder of Chaikin Analytics, told Barron’s. “The cyclical sectors got quite overbought. People are going to look for stocks that are off from their highs.”

“Those are the companies that are directly benefiting from the stay-at-home digitization of our economy,” said Carlton Neel, CEO of Chaikin Analytics. “In the last two months, we’ve accelerated what might have taken two years for Microsoft, Amazon, Apple and Google to accomplish.”

"The stock market has rebounded dramatically over the past few weeks, but there is still plenty of uncertainty surrounding the reopening of the U.S. economy," said Dan Russo, chief market strategist of Chaikin Analytics. "The stock market is on a short-term uptrend, within the context of a longer trend that is flat at best."

“If we are fortunate to see an effective treatment there will be plenty of capital gains opportunities. For me capital preservation is more important than capital gains,” said Marc Chaikin, CEO of Chaikin Analytics. “Use sharp bear market rallies, like we saw last week, to raise sufficient cash to enable you to withstand further declines without panicking.”

"The implementation through ETFs is relatively new, and it’s a smart way to stay associated with a similar sector and play by the tax rules." Read Here

""The stock market has reaffirmed its role as a discounting mechanism in looking past short-term concerns to the positive economic aspects of a Covid vaccine rollout." Read Here