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COVID-19 UPDATE: On the margin, daily case "rate of increase" slowing = good. Epicenter 82% (200 points) upside, and 26% market cap

STRATEGY: Tide seems to be turning in favor of "half-full" We are only mid-week but it does seem like the cadence of incoming data has turned favorable, after 4 weeks of worsening COVID-19 cases and re-opening risks:- Daily US cases are rising at a slower pace- F-CAT daily cases are plateauing and not much left of the US to "burn down"- Good news on the vaccine front with Moderna and others- Stocks are bumping up against cycle highsThis week is a reminder of the importance of binary outcome...

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