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At some point – – whether it’s next month or next year, or even later – – everyday life will start to take on a more normal appearance. The past three months have been remarkably strange and unprecedented. I was reflecting this morning on what it will be like will the world isn’t obsessed with a very specific virus anymore and gets to about 90% normalcy again (since, believe me, it’ll never be 100%, at least not for years).
Some of the things I look forward to:
(more…)Preface to all four parts: Given the persistence of the recent bounce, I remain relatively “light” with a commitment of just over 100%. I have 48 roughly equally-sized equity shorts with no large ETF positions at all. As always, click on any chart for a larger version, and use the right/left arrows on the image to navigate.
Next week is not only the biggest earnings week of the season, but also features Jerome Powell, who is going to be coming out of hiding.
