Right now, due to the coronavirus-induced crisis, the market is going through a powerful dichotomy. One set of stocks is seen as benefiting heavily from the coronavirus crisis, and another set is seen as being hurt tremendously.
This dichotomy is heavily and obviously grounded in observable reality. Nobody can ignore that:
- On one side you have physical businesses, like travel, retail, restaurant, events, cinemas, bars, hotels, which are simply and physically closed. Their physical business is down to zero or close.
- On the other you have online businesses, not just operating normally but thriving in