• Inflate

    February 22, 2021

    This balloon is about to launch. Jerome has the flame at full throttle. Janet is loading up a second tank. And the White House and Congress are about to fire up a second burner. Meanwhile, the vaccine rollout and COVID data improvements are happening at such a rapid pace that travel and leisure stocks have been sent into their own orbit with many stocks near or through their 52-week highs.

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  • Frozen Too

    February 16, 2021

    I don’t like negative temperatures either. I often tell the kids there is no such thing as bad weather, only bad clothing. But below zero, there is just little reason to be outside. Add in COVID and that was a stuck at home three-day weekend. The only good news is that when the temps move into the 30s, it will feel like t- shirt weather. Be safe Texas.

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  • 6th Round, 199th Pick

    February 8, 2021

    Genius in motion. That was just masterful. If only Amy Trask could have convinced Al Davis to sign the QB from Michigan, I might not be suffering through an 18-year Super Bowl drought. Congrats to the Bucs for another one-sided NFL Championship victory.

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  • Happily Slipping

    February 1, 2021

    Odds of a very big COVID aid stimulus package are slipping but for all the right reasons. U.S. vaccination progress is leading to rapidly falling new cases and hospitalization data. Combine this with the new one shot Johnson & Johnson vaccine, plus a Novavax approval waiting in the wings, and we are looking at a rapidly improving spring outlook for social activities.

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  • The Downhill

    January 25, 2021

    COVID-19 datapoints for the U.S. have peaked and are now going to accelerate to the downside. We are past the holiday gathering spike and the vaccine rollout is occurring at a one million plus per day injection rate. This will accelerate towards two million as new vaccines get approved and manufacturing ramps up.

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