Check out the accompanying pdf and chart collection. (1) Peter and the Variant. (2) Is Panic Attack #71 over already? (3) The Virology and Epidemiology Department at YRI. (4) Variants happen. (5) Stay Home continues to outperform Go Global. (6) US MSCI forward earnings on steeper uptrend than in rest of world (ROW). (7) US forward revenues outperforming ROW. (8) Profit margins higher in US than ROW. (9) Omicron spreads faster. So why doesn’t the stock market care? (10) A variant similar to the common cold? (11) Shots and pills should work against Omicron. (12) “President Fauci.”
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