Daily Note

A Reminder That Covid Is Not Over

Jul 27, 2020

Thomas Thornton

  • We all desperately want COVID to go away but it's not and there are some examples that could cause more restrictions 
  • Pro sports is a big test for reopening and return to some normalcy and there are ominous signs
  • The US Dollar and metals are extended and could reverse soon
  • Reopening plays like travel, cruise lines, airlines, retail, casinos, financials, and energy are getting hit hard

 

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