behind a paywall, but the gist of it is, the stocks doing well are those associated with things people can do during a ‘long stay’ home:
The coronavirus-driven narrative that people are less willing to leave their homes is playing out nicely in the stock market this week.
Stay-at-home stocks are outperforming the broader market and companies that promote travel due to the threat of the spreading deadly virus.
We’re ordering stuff online, spraying down the boxes with a mild bleach solution and letting them ‘age’ for a cpl weeks in the garage.
YMMV of course.
Probably way overkill but I’m a germphobe anyways.