COVID-19 UPDATE: Death rates collapse when state vaccine penetration >33%. Even as equities favor "quality" trade, credit sticks with "cyclical" trade (hint, credit usually wins). Implies IWM $239

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STRATEGY: While equities do "quality" trade, credit stick with "cyclicals" (credit usually wins) and implies IWM should be $239 vs $223 currently...COVID-19 trends have been fairly stable in the past few weeks (vs the sharper declines in cases seen earlier in the year) but as we wrote about in recent weeks, daily cases is...

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