Course Correcting: Financials UW to N, FAANG from UW to OW

- COVID-19 case, hospitalization, death, and positivity rate trend remains positive

- The strength of markets in the face of hot inflation market sends us a key signal about what will fuel rally to 4,400 by mid-2021 higher

- We believe the market’s reaction to inflation numbers will benefit tech and undermine financials_______________________________________________________________________________________________________________The latest COVID-19 cases came in at 12,387 which was down ...

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