COVID-19 UPDATE: Risk of COVID-19 hospitalization 10X greater in NJ/CT (1 in 27) than in ND/UT (1 in 250). No idea why. Updated Epicenter stock list +18 new names

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

STRATEGY: US case surge driving "soft lockdowns" but epicenter stocks have other tailwindsCOVID-19 is spreading across the US at an accelerating rate and as we commented earlier this week, the US could see >200,000 cases within a few weeks.  The tally for Thursday was >148,000 (+34,000 vs 7D ago), so by Thanksgiving, daily cases should surpass 200,000.  And given flu season lasts until Feb 2021, a peak in cases ...

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