— Will the Bulls have Christmas? — “There are known knowns. These are things we know that we know. There are known unknowns … ” — An apt description of the new world of Covid Omicron. — Worst case scenarios — Too Much Information — the number of mutations on the spiked protein — Take a deep breath….
Tag: lockdowns
Return to the Covid playbook–E Unum Pluribus(?)
— Friday’s Market … A return to the Covid playbook … Sell economically sensitive, buy growth. — Pardon my untutored use of Latin: E Unum Pluribus … Out of One Many (may suffer). — Covid’s uptick in Europe maybe an excuse for a slight correction but not the end of a secular bull market …Buy…