Monday, December 21, 2020

Flight to cash

 Dollar up, oil down. 

Covid spiking mainly. Folks fear the second dip scenario. We have vaccinated a half million so far, mostly hospital workers. This fear is mainly about a new strain, we need to know if the new strain works with the vaccines. This might be the last of the covid bets. We are soon to be ex post as I think the vaccines and antibodies will do the trick, and the pipeline to attack any new variant is on the job.

No comments: