Factors in Place For “Tesla like” Rally in Energy

Vaccination efforts have begun to improve and there are some glimmers of light in healthcare data. We also are seeing evidence in alternative economic data that the economic recovery will be stronger than forecast.

So, even as the US is in the midst of winter, it seems like COVID-19 case trends have improved considerably. But the holiday distortions could still be in effect (making 7D delta look better than it actually is). However, net hospitalizations turned negative for the first time sin...

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