COVID-19 UPDATE: Cases are rising in US and the simplest policy solution is requiring masks. Epicenter stocks --> Buy for the "skepticism" and stay for the "growth" -- 32 stocks

Daily cases are up again today in the US, with the same 4 states accounting for the bulk of cases: 

- CA  +4,084
- TX  +3,516
- FL   +3,207
- AZ  +2,519

These 4 states have known increases and sustained rises.  We do not think the states need to roll back the eased restrictions.  Foremost, because the case surge timeline fits with the nationwide protests more than it does with the easing of state restrictions.  Moreover, a simple policy response could mitigate transmission -- requiring masks.  The studies below show that with as little as 60% compliance, the R0 drops below 1.0 and Asia typically sees 80% compliance with mask usage.  Several studies even suggest masks alone, without sanitizer, to achieve this (see commentary below).

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And as we commented yesterday, TX and FL took some "course correction" steps yesterday, including the use of masks.  Today, California took the same step, CA Gov. Gavin Newsom issued an order that requires citizens to wear masks in public.  These are wise steps.  I know a mask is intrusive, and honestly uncomfortable on a hot day, but there is growing science showing that masks really slow the spread.   In this commentary, we highlight 5 studies which show how effec...

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