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COVID-19 UPDATE: Ringworm med is a silver bullet? 2021-2023 EBIT margins likely surpass Street. Adding +19 epicenter stocks. See note

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Joining us for a webinar, which will include the Fundstrat Macro Team.  The following topics will be discussed:   

• Overall macro and strategy outlook 2021
• Economic outlook, what can we reasonably expect for GDP growth?
• Where are we in this investment cycle and what themes will dominate?
• We discuss key policy risks and upsides 
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STRATEGY: Epicenter 2021-2023 EBIT margins likely massively beat Street consensusThe absolute number of COVID-19 cases continues to set new records and Thursday was 213,446, but the 7D delta (leading indicator) is slowing and ex-CA (which has ~30,000 per day), this 7D delta is now negative.  This is a confirmed rollover.- but it is 'tentative' because post-Thanksgiving, cases can again surg...

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