First Word

COVID-19 UPDATE: Wave 3 conclusively rolling over as daily cases 147,328, +5,761 vs 7D ago. Lowest since mid-Oct. Look for seasonal strength in equities now.

Click HERE to access the FSInsight COVID-19 Daily Chartbook.

HOLIDAY WEEK: Due to the Thanksgiving holiday, we are only publishing our COVID-19 BLAST updates on the following days:
- Monday am
- Tuesday am
- Wed am

No more reports
- Thursday and Friday --> Thanksgiving

STRATEGY: Shortened trading week, but positive seasonalities kicking in
Conclusive.  Wave 3 rolling over...for now?  Will holiday gatherings give COVID-19 new "teeth"
Last week, we posited that it looked like Wave 3 was rolling over (see our comments from 11/17), based upon looking at the 7D delta in new daily cases.  As of Sunday, this trend seems firmly in place:

- 7D delta in daily cases is now +5,761, the lowest since early November
- WOW!!!!

But- US reported 147,328 cases
- Cases, however, are still rising (7D delta positive) and we could see 200,000 cases this week

The video in this report is only accessible to members
Source: COVID-19 Tracking ProjectHolidays = more family time = R0 should go up...Is Wave 3 over? Possibly.  And if it was, this is far faster than our baseline.  We have been using the IHME timeline, and they see infections peaking around Feb 2021.  So this is fully 12 weeks earlier.But given we are in the holiday season, involving family gatherings and travel, the risk is increased for infection and the R0 to rise.  COVID-19 remains m...

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