A lot of people are still working from home. Without the fiscal stimulus the market would not be hitting all time highs. There is a disconnect between the economy and the stock market. For the time being it is still positive but you have to watch for hazards. A hazard is the extremely low interest rates. Markets have clearly outperformed because of the push for equities.

Tech stocks. If you look in the US, he struggles with Amazon's valuation. He is currently looking for tech exposure outside of the US. Looking at semiconductors in Asia, such as Samsung. Use your money wisely and look at areas of the world that has been traded less. There are lots of opportunities.

Consumer stocks. Added Louis Vuitton recently in the international portfolio. They recently acquired Tiffany. Other consumer names have had a nice run as well. An interesting space. Everyday staples have also done very well. Many of these companies are bond proxies.

Biden announced a major stimulus package, but markets rolled over Friday. Puzzling--the market got what it wanted, yet sold. Why? Biden met, not beat, expectations. Also, bank earnings disappointed Friday.