Everything I have ever read, suggested that an effective and...

Everything I have ever read, suggested that an effective and safe vaccine would be extremely difficult to develop..

Exhibit A would be the common cold.

This simple position was the foundation of my bear thesis.

So who really knows..

If we genuinely have cracked it, I will be abandoning any bearish notions, and become much more positive about the global outlook. Whatever damage has been done to date, probably can be papered over with epic government printing/spend.

If this drags on however, because the "vaccine" proves to be not quite so...