The Reopening Sectors of the Pandemic

I would almost prefer to say I'm just not in the stay-at-home camp anymore. A lot of the stocks that had benefited because we were staying at home are now behind us. Now a direct reopening play would be things like travel and leisure. It would be casinos and gaming. It would been event venues. So travel and leisure, including all of the different things like airlines, hotels, you know, all of it, right? That stuff, I think, can do well this yearBecause each time we have a new variant, we still get scared and we still do change our behavior a little bit,. But we change it less each time and we get over it faster