(1) Falling Covid-19 cases inspire dreams of hitting the mall. (2) Uncle Sam boosts personal income. (3) Consumers deleveraged a little, saved a little, and spent a lot. (4) Deferred rent, mortgage, and student loan payments help too. (5) Home retailers face tough comps this year. (6) Clothing retailers will have easier comparisons if we have occasions to dress up in 2021. (7) Burning our sweatpants. (8) Are positive forward earnings revisions slowing? (9) Scientists hoping proteins are the key to curing cancer, Parkinson’s, and Alzheimer’s.
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