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US COVID-19 Spread Easing; 17 Attractive “Epicenter” Stocks

Last week’s SPX 5% gain while mass protests have taken place across >350 communities seems incongruous. I understand anyone who thinks the equity market is somehow ignoring massive social unrest. These protests are the most widespread—resonating with the public so strongly—that one has to go back 50 years to find a similar time in history – 1968.

But the fact is the equity market is not a moral compass. We did get incremental economic news that was “half-full,” especially on the cy...

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