(1) US death-count methodology could exaggerate COVID-19’s lethality, leading to policy overkill. (2) Lockdowns are taking a toll on economy. (3) We are all germophobes—and tech addicts—now. (4) Stocks benefitting from pandemic-altered reality include names in the outperforming S&P 500 Tech and Communication Services sectors. (5) Cloud-computing and gaming industry companies are among the winners. (6) Here come the robots—and contactless financial transactions.
End of free preview
Ed's complete analysis, every chart linked, and the archive back to 2009.
Individual investor? Ed's QuickTakes are available for personal use at yardeniquicktakes.com →