Covid’s First & Last Anniversary

Check out the accompanying pdf and chart collection. (1) Approaching Covid-19 anniversary. (2) Can businesses that grew because of Covid-19 maintain the momentum? (3) A look at Logitech, Peloton, and Netflix earnings and conference calls. (4) BofA works to keep the fintechs at bay. (5) Liquidity piling up at commercial banks, with deposits up 21.6% y/y. (6) Banks stashing cash in Treasuries. (7) Electricity generation getting a little bit greener every year. (8) Natural gas consumption expected to fall. (9) Welcome Tesla to the Magnificent Five.