Step 1: Identify Macro Themes
What Will The US Look Like After The 2020 US Elections And The Second Wave of COVID?
Step 2: Fundamental Economic Framework
Surge In Cases Not Just An Artifact of A Surge In Testing--Hospitalizations Are Rising
As With The Last Time, Economies Will Suffer From Lockdown Unless There Is A Vaccine
US Economy Could Be Headed For Another Lockdown Given The Surge In Cases
On The Surface The Biden Agenda Loo
State Of the Markets
The US After Trump And COVID
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The Year Of COVID: Retrospective of My 2020 Trades