Month: June 2021

Déjà Vu All Over Again?

“dé•jà vu…1b: a feeling that one has seen or heard something before”
– Merriam-Webster

Even in the modern era, medical science is not what we could call an exact science, but, 15 months after the Wuhan outbreak, COVID-19 finally appears to be on the run. Economies everywhere are opening up, and levels of both production and employment are returning to the good old days of 2019. As a result, the more economy-sensitive stock market sectors, distinct laggards in 2020, have been marching right ahead, while the stay-at-home Growth/Tech superstars of 2020 have been struggling a bit. Not being trashed wholesale, mind you, but struggling just a bit. What now?

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