I pointed out many times the danger around the gap of temporality between what the markets priced and the reality.
It seems that the markets are thinking to be immune… All around the world, production and logistic issues are joining the mistrust regarding vaccines.
These topics were addressed day1 in the Global Macro Insight in November.
The FDA rase questions about tests, the governments are playing to the doctor, mixing, delaying, and watering dosages without any warning from laboratories…
The new strain is faster and increases the pressure on governments and some will “crack under pressure”…
Keep theĀ Barbell stance!!!!!