Don't Fade the Reopening

Population immunity, a real rate supply shock, economic momentum & corporate confidence

Will Covid-19 Go Out Like a Lamb this March?

“We’ll Have Herd Immunity by April”, Wall Street Journal, Marty Makary, Johns Hopkins School of Medicine

“Covid cases have dropped 77% in six weeks. Experts should level with the public about the good news.”

March is likely to be interesting; the country appears to be approaching population immunity, the 7-day …