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COVID-19 Restrictions Lifted for Vaccinated, Broad Gain Friday

The biggest news this week, in our view, is the CDC announcement that “fully vaccinated Americans” no longer need to use masks. This a validation of the effectiveness of vaccines and also bodes well for many Epicenter businesses such as cruise lines that have been left in limbo by restrictions. More importantly, it’s a huge step toward returning to normalcy. I realize there are many Americans of the extreme view- either COVID-19 doesn’t exist or the opposite and CODI-19 changed the world forever.

The CDC guidelines bring some convergence on one side of the extreme and it is quite an abrupt change in the CDC stance. Only last week they published a forecast (which we feel validated in pointing out as peculiar at the time). We think it is only natural for the CDC to soon lift restrictions in many Epicenter industries particularly those that are related to travel and leisure. Indeed, as you can see in point #3 of our dailies this is already occurring in many states. Given recent developments, it still seems we are on track for a full-scale re-opening of the US economy by mid-year. This is incredibly bullish.

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