Mon October 25, 2021
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
The 7D avg in cases is down to 69,331 and as we noted last week, this is looking to be on track for 50,000 by the end of the month. ...