The REAL world is back. China ponders reopening, while Meta struggles. The stuff that got us into this bubble, will likely not lead us out of this bubble. Buy Industrials vs. Tech.
I heard your guest on the Daily Briefing make a point about China needing Pfizer mRNA vaccines to reopen, at which point I turned off. It's patently absurd to suggest that China would need a vaccine which does not prevent infection or transmission & in fact has negative efficacy & a shocking safety profile, to open up their economy fully. Zero covid is not really about covid & it never was.
I heard your guest on the Daily Briefing make a point about China needing Pfizer mRNA vaccines to reopen, at which point I turned off. It's patently absurd to suggest that China would need a vaccine which does not prevent infection or transmission & in fact has negative efficacy & a shocking safety profile, to open up their economy fully. Zero covid is not really about covid & it never was.