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COVID-19 UPDATE: Alternative 'big data' shows stronger global boom vs consensus = OW Energy + Materials.

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STRATEGY: China economy = boom now.  Energy stocks need to "catch-up" to Oil + Copper
Daily COVID-19 cases are rolling over --> hopefully for "real" now that holidays are behind us...
Daily COVID-19 cases fell -3,031 compared to 7D ago.  This is the first drop since December and coming during a potentially "clean week" -- a period that is not impacted by holiday closures/etc.  This is interesting and potentially positive, because it could be COVID-19 cases are finally rolling over in the US.

- if cases are rolling over now, AND the vaccine works, we could see a sharp decline in US cases in the coming weeks
- but we need to see multiple days, and hopefully weeks, of negative 7D delta to affirm this
- so for now, it is a good thing, but a mere artifact, at the moment

Source: COVID-19 Tracking and Fundstrat  Big data showing "boomy" conditions in 2021...Even as COVID-19 spreads rapidly around the world, the global economy is staging an impressive recovery.  The contemporaneous data shows this -- recent PMIs, etc -- and many forward looking indicators.  In fact, the steepening of the 30Y less 10Y is o...

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