Matt Garrett
MattGarrett3
Feb Opex is tomorrow, the one year anniversary from when markets woke up to the risks that Covid19 posed. The weeks leading up to this were very interesting, where the
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The 3 main risks to the vaccines being a panacea narrative has been:1) execution - we got this today2) adoption/usage - ongoing3) a variant strain#3 would be the most shocking.
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