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Stock sentiment so bad, it is good. The bond market is bullying the Fed, because a recession is the best case for credit markets.

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STRATEGY: Stock sentiment so bad, it is good. The bond market is bullying the Fed, because a recession is the best case for credit markets.

Asia should be done with Omicron by late-February...As the pair of headlines below show, the cases are exploding throughout Asia. This is not a surprise. Omicron has already swept through Africa...

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