(COVID-19 remains a global crisis and we realize that many people need to keep up with COVID-19 developments, particularly since we are moving into the more critical stage ("restart economy"), so feel free to share our commentary with anyone who has interest.)

We received incrementally positive news Wednesday from Pfizer and BioNTech concerning a joint COVID-19 vaccine effort. Their first clinical trial shows positive results and specifically, those receiving this vaccine showed high levels of neutralizing antibodies (1.8-2.8X that of recovered patients).

This adds to the Dr. Anthony Fauci’s belief that some type of commercial vaccine will be available in early 2021. If this is the case, the pathway to putting COVID-19 behind is visible. Another positive is that President Donald Trump publicly supported the use of masks, deflating it as a political issue.

Looking at the next 6 months (2H2020), we see equity markets in the hands of buyers for the following reasons: total infection rate in the US likely has peaked; the new epicenter states, FL, AZ, CA, TX, (F-CAT) are course correcting and potentially <2 weeks from peak; there are >11 states which show the economy can be opened safely including NY, NJ, CT, etc.; Europe is also showing opening the economy can be do...
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