The cost of engineering a US recovery as the world waits for a vaccine; Biden agenda on taxes/spending; Tech stocks (2020 vs 1999); COVID and The Fountainhead; US election rules, dates and process in light of derogatory comments on mail-in voting by the President and Attorney General.
US virus decline plateaus; UK is a long way from herd immunity; A post-COVID US housing shift to less dense locations with cheaper land; Lost in Translation: T-cell knowns and unknowns, and financial industry co-conspirators in the war on science.
US infection plateau; Liz Cheney; Hong Kong’s reaction to a mini second wave; Phase I Oxford vaccine antibody response; US spending and hospitalization trends; an update on infections in US hotspots and Latin America; Government march-in rights and herd immunity.
US recovery marches on; why deaths are diverging from sharply rising infections; the American scientific trust gap vs the rest of the world; energy paper client Q&A.
While COVID temporarily reduced global CO2 emissions to 2006 levels, a faster and broader renewable energy transition will be needed to result in more permanent reductions. This year’s topics include decarbonization of steel; the amount of energy storage, reforestation and carbon sequestration required to make an impact; and the financial, political and environmental risks to US energy independence.
An update on the COVID-19 crisis as the US prepares to reopen despite having one of the highest infection rates in the world. Additional topics: monoclonal antibodies and anti-viral trials; the growing gap between markets and the economy; S&P 500 earnings haves and have-nots; regional equity performance (Europe loses again) and leveraged loans at a time of rising bankruptcies.