Savvy Trades and Investments

[maxluke1]

Omicron - agree re pandemic timing/severity, etc. although Omicron may exacerbate supply chain issues when it arrives in China. Clearly, it's insanely contagious and China continues to pursue a zero COVID strategy. Will be interesting to see how they respond once it arrives in force.

If the pandemic does end in the United States/most countries in March/April, are we looking at the "best summer ever"?

If so, in addition to the good points you make about inflation and the economy, there could be other interesting effects that impact the markets like the Democrats doing better in the midterms than most currently think (betting markets currently believe the Democrats are complete toast, which seems likely).