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3 anecdotal signs COVID-19 might be closer to "endemic" than consensus believes = positive bias. Re-balance Granny Shots --> +13 adds, -9 deletes. YTD outperforms +404bp

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STRATEGY: COVID-19 might be closer to "endemic" than consensus believes = positive bias

COVID-19 cases have been <100K for 6 of the last 7 days = good sign Trends in COVID-19 cases in the US have been promising.  As shown below, daily cases have been below 100,000 for 6 of the last 7 days.  Thus, cases have been falling st...

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