The Republicans unveiled their "Key Speakers" for their convention. 1/2 of them are Trumps, over 1/2 if you count Pence. That's a pretty stark contrast to the Democrats. Also noteworthy is the lack of any past GOP nominee or president. I mean, many of them are dead and Romney and Bush have been vocal critics of Trump...but still.
Trump and his FDA over the weekend also approved convalescent plasma treatment for covid19. So stock futures are higher this morning on hopes the treatment works. Also, oil is higher as much of the Gulf production has been shut down as we await the 2 tropical storms/hurricanes to hit the coast. This follows a barge hitting a pipeline causing a massive explosion in Corpus Christi, Texas.
A guy walks into a bar and orders a Corona and two hurricanes. The bartender says, "That'll be 2020."
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1) Let's take a look at the chart of cases I update every day. It's looking pretty good, but we're still well above the pre-reopening levels on a daily basis. And if Florida is any indication, testing is down...
2) No bubble in Apple's weekly chart...
3) Implied correlations are down. This is actually pretty good news.
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Good luck. Lots to do!
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