Out next two quarters are White Noise Holiday and post election tax scramble.
Rum and taxes trump covid. Not until Q2 will we peek out an see that the first generation covid remedials are hitting the shelf. That means covid is a fair coin cross in Q2. W wille can see he supply line and make future purchases.
We will have a balanced and stable Huffman code of events in biotech. We thus have a market based interest charge on future bets in that adaptive sector. At that point rum, taxes, and seasonal ills become equally chaotic. We are back to normal.
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