Savvy Trades and Investments

[gilead23]

I’m in the omicron ends the pandemic camp FWIW


If you look at the case spike yesterday it’s pretty clear that omicron is dominant.

South Africa looks like trough to trough will be 8 weeks or so. Obviously it’s one spot, but the waves have had pretty consistent patterns for other variants. This one seems to burn hotter and faster with less virulence.

I’m not sure what happens, but I can envision by March it’s more or less gone in much of the west with pills to treat the handful of people who get it. I think that could lead to mass euphoria that would reflect in asset prices, inflation and the economy at least for a little while.

But again I don’t know what the hell will happen.