Market Taking Wave 3 in Stride; Further Upside for Epicenter

Coming out of the first week of December, overall trends in both financial markets and even macro are mostly positive. And despite COVID-19 still expanding in Wave 3, albeit at a much slower pace, financial markets are taking this in stride. And I see multiple tailwinds for risk assets and epicenter stocks in particular. More on this below.

On the COVID-19 front, Wave 3 is still raging across the US and our base case remains that it will not peak until Feb 2021 -- essentially following the f...

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