COVID-19 UPDATE: COVID-19 daily cases tracking sub-40,000 next week. Changing definition of Risk-off = now Technology + Healthcare, not the case since 2009

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STRATEGY: Risk-off now means Technology sells off, which was not the case since 2009COVID-19 data showing steady improvement, and now it is a matter of time before more states ease restrictions...While the move by Texas to fully lift COVID-19 related restrictions is not universally popular, the fact is, more states will be fo...

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