Check out the accompanying pdf and chart collection. (1) Nasty little, free-riding, living-dead mutants. (2) Variants of concern. (3) Following the Greek alphabet: Alpha through Delta so far. (4) Israel’s latest data. (5) No spectators in Tokyo’s Olympic stadiums. (6) China’s vaccine challenged by Delta. (7) Keeping score. (8) Distorted signal from Fed-rigged bond market. (9) Supply-side challenges include shortages of labor, chips, and homes for sale. (10) Capital spending is booming. (11) Investment styles mutating on a daily basis. (12) Movie review: “Nobody” (+ +).
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