COVID-19 UPDATE: COVID-19 trends far better than consensus perception. 4Q2020 EPS upside +25% suggests S&P 500 2021 EPS >$200 per share... YUP

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

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STRATEGY:4Q2020 EPS coming 25% > Consensus -- implies 2021 EPS of $212... YUPSizable perception gap between COVID-19 trends and perceptionSubjectively, there seems to be a sizable perception gap developing on the trajectory of COVID-19:- perception: "things plateauing" per Dr.  Fauci- actual trend: COVID-19 down cases...

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