412K new cases on Friday....
A mere 2 weeks ago, we were doing 25% less..
Markets seem to have discounted ALL risk here, but if cases continue to explode like they are, at some point governments will have to take action again..
Who knows what will happen of course, my thesis is simply that this will become an issue again.... and I can't agree with the apparent philosophy, that this exponentially growing number is completely meaningless..
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