The Big Hurt!The markets are so flush with cash it is being put everywhere even absolutely stupid places. I am not over 25% cash and my portfolio is still charging making money hand over foot it is litterally nuts. You can toss a dart and make money on betting on whatever it lands on! Needless to say it will be time to pay the piper eventually then some stocks will be in for the big hurt! AC is one that will take the big hurt. While if and when things return to normal they will have pricing power but as things open up it will be time for gov't to pay the bills which means look out! Companies like AC will be at least 2 years from ever seeing a profit even with pricing power! So what happens well cash comes out of the market as the bills come do! The Vaccine Euphoria will be over sooner than many think. The markets are usually 6 month ahead of reality so the Vaccines are built in now for a fall return to normal. AC will survive but will likely retrace to the teens for awhile. Smart money is taking profits! Retail money always late to do so!