Themes -- 2020 -- Updated

 Themes - 2020 commentary updated.

Covid-19 pandemic:

• counterintuitively, the pandemic accelerated US (global?) 2030 into 2020;
• was the market's worse "black swan" in decades actually a soaring eagle in disguise?

A lot of people are truly hurting, but at the macro level, things look pretty good. Yes, I know the counter-argument: the Fed. But it is what it is.

Next sector to benefit: health. "Operation Warp Speed."

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