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Any investment angles following Infrastructure Bill passage?

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  • Any investment angles following Infrastructure Bill passage?

    1 Trillion+ dollars being printed is going to obviously be good for someone. Any good possible investing angles?

    Also, I saw some new Covid treatment drug got approved. I noticed the cruise stocks have taken a little dip recently. Maybe good time to get back on these?

  • #2
    honestly i dont have a lot of interesting opinions on this because the gov has gotten very good at balancing bull news like this and rolling back the SALT bullshit with bear news like tapering and fed role enhancements and enhanced IRS powers.

    fuck with car stocks, EV stocks, energy stocks, and probably buy the dip on tesla if elon cashes out his 25b.

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    • #3
      On the second point CCL is at $24 right now. If I put a big chunk of $$ in now and just let it sit there it seems pretty reasonable it will be north of $40 in a couple years as the world really reopens. Just seems real simple and easy. I feel I am missing something but I don't know what it is.

      When Wells Fargo bottomed out in the $20s I said to myself there is no reason this won't go back up, and I put $1k in Robinhood and it went back up and it is ~$2k now. I had real money to put in at the time, but didn't (and compounded that mistake by losing $10k screwing around with options) and feel I missed a real obvious opportunity. Don't want to make the same mistake again.

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