COVID-19 UPDATE: We think the bottom of the sell-off for Epicenter / Small-caps is in... not necessarily for Technology

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STRATEGY: We think the bottom of the sell-off for Epicenter / Small-caps is in... not necessarily for TechnologyThe biggest news this week, in our view, is the CDC announcement that "fully vaccinated Americans" no longer need to use masks.  This is a validation of the effectiveness of the vaccines.  And more importantly, a huge...

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