JPMORGAN: Our equity outlook remains "firmly positive. .. positioning is low .. we expect the COVID-19 pandemic to rapidly subside .. any market pullback, such as one driven by repositioning by a segment of the long-short community .. is a buying opportunity .." - @MarkoKolanovic4

JPMORGAN: “... we do acknowledge that some market segments are most likely in a bubble. ... for instance, Electric Vehicle stocks, which increased ~10 fold, or Solar Energy stocks, which increased ~5 fold in a year.”

(via @MarkoKolanovic4)

JPMorgan highlights what it calls “COVID-green risk” — “a scenario of large energy and commodity crises that could happen as a result of underinvesting in traditional energy infrastructure.. with a potential to destabilize financial markets, economies and more broadly societies.”