COVID-19 UPDATE: NYC breakthrough as new cases 1,613, 78% below peak. Could we now be in the "decline phase" of COVID? Consumer confidence shockingly high = Good. OW Discretionary stocks.

Heads up: We are hosting a conference on Friday to discuss Strategy post "re-start" with our entire team.  Details forthcoming.

COVID-19 remains a global crisis and we realize that many people need to keep up with COVID-19 developments, particularly since we are moving into the more critical stage ("restart economy"), so feel free to share our commentary to anyone who has interest.

Today marks a milestone for COVID-19. We may now be officially in the "decline" phase of the Healthcare ...

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