COVID-19 UPDATE: Less uncertain is incremental certainty. Cyclical post-election. 60 stocks

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STRATEGY: Less "uncertain" is incremental certainty
Soft lockdowns, or rollbacks, are underway in the US.  This is a necessary step.  And it is hopefully sufficient to stem the surge in cases.  I am not sure national lockdowns, ala UK, France and Germany, would meet with wide support here in the US.  

- CT Gov Ned Lamont announced that CT restaurants will be limited to 50% capacity vs 75% previously
- This rollback is Phase 2.1 (was Phase 3, prior)

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Source: WNBC CTIt has been an excruciating few weeks for equities as we move into Election Day (11/3, Tuesday).  But the day has finally arrived.  And over this period of time, the buyers strike has continued, even as selling (and VIX) has risen in the past few days.  Thus, the S&P 500 is off ~9% from its one-month highs.  That is a serious correction.  And not many would argue this is due to changes in expectations around election outcomes.  Maybe, to a lesser extent, one could say the rise in COVID-19 cases has hurt.  But the fact of the matter is, the equity markets have only focused on two things for the past month:- 2020 Elections (plus stimulus)- COVID-19 trendsIn other words, investors hav...

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