COVID - What Should I Do?

A year ago now a year ago I was making the same call that earnings would be much worse than what the consensus was forecasting of course, we kind of got dismissed them too. Say, for example, a year ago forecast for 2022 earnings was around $235. And it turned out it's going to be like 220, 220. So that's a pretty good mess. More than your normal adjustment. Next year or this year, rather, we're now forecasting it's like 195. And the current consensus is still 223. So, bigger difference. Then, first of all, where do you think this will take us stocks. And what should I do? Well, our recommendation has been