Current surveys say that investors predominantly have growth shares, i.e. Corona winners, in their portfolio. But investors will also need money for After Corona shares. Which is currently not there, if you consider the investment ratios (data from AnimusX), which are just below the ATH lie. I assume that the strength will always switch between Corona Winner, Tech Values and After Corona Winner, Industry. Investors will probably close their positions in tech stocks, for example, sooner or later in order to be able to invest in post-Corona stocks. As long as the investment rate remains this high, a rally continuation should be difficult, except with a short squeeze, says DAX sentiment expert Stephan Heibel. What do you think about it?
This post is based on my experiences and media coverage!
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