"The "everything duration" goldilocks momentum trade—long secular growth vs short cyclical value—is likely going to see tectonic movement and at the very least, tactical unwind to play for this “economic reopening” forward view."
The group claims that mass testing has "distorted the risk of the virus"... the response to the pandemic has been "disproportionate" relative to the risk...
" I’ve been called a racist and a xenophobe and a chump and even an 'ugly folk'... I’ve been told that I have privilege, and that I have inherent bias because of my skin color..."