COVID-19 trends in USA are looking very promising (pre-winter). Financial conditions are easing = incongruent with downside for stocks

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STRATEGY: Financial conditions are easing = incongruent with downside for stocks

As we inch past the Labor Day distortions, it sure looks like cases are rolling hard...We are exiting, or nearly exiting, the period of case distortion due to the multiple holidays. The trends look very good, both on the daily cases and 7D delt...

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