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Hi, I’m your host Caleb Lawrence in sunny Santa Cruz, California

With the economic reopening underway and all 50 states participating stocks continue their advance despite rising infection and death rates as predicted, whilst ignoring depression level and worse incoming economic data. I thought party like its 1999 was the be all, end all of market blow offs. The Covid-19 party makes that look tame in comparison and is at material risk of redefining the whole Nero fiddles while Rome burns catechism.

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