Positive coronavirus vaccine data has created a whiplash effect for investors who until recently were hiding in pandemic beneficiaries. But with the timeline for recovery still uncertain, the best offense may still be a good defense.
One place to look is in and around e-commerce—a sector that is likely to continue its red-hot run during the holiday shopping season and beyond. Shopify, for example, is up over 150% this year. And while its shares fell more than 13% the day Pfizer reported efficacy results, they have since recovered…
