IHME forecasts USA COVID-19 infections to peak 8/4 (this week) = good. While we are wary of markets, we still tilt positive and DeMark weekly suggests higher US 10Y = good

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STRATEGY: While wary of markets, we still tilt positive and DeMark weekly suggests higher US 10Y = good...Policymakers panic so we don't have toDr. Fauci is warning 'things are going to get worse' -- this is not entirely a surprise. One only has to look at the UK and Israel and even Florida to realize the Delta variant is caus...

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