To independent-minded voters:
Shared power curbs the worst excesses of both parties, therefore I recommend voting for a Republican Congress, given that the Presidency is Democratic.
In the first 3 weeks of 2022 tech stocks already reflecting 3-4 rate hikes, Fed tapering, massive valuation reset, and Street anticipating moderating growth for the year with tough comps. We believe the next 2 weeks FAANG, software, chips earnings reverse “risk off” sentiment
In South Africa, we’re thankfully seeing a striking decoupling between new Covid cases and ICU admissions and deaths. Whether #Omicron is inherently less virulent, whether this hopeful finding is result of baseline immunity in infected, or a combination of both, is still unclear.
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