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Who could have seen this coming? It's week 5 of the economic lockdown, and stocks have rallied to August 2019 levels again. If that makes sense to you, then you're smarter than me. To be fair, there is a massive deal of monetary and fiscal stimulus in the market, but the fact is that the American consumer is hurting. Completely trying to fight the Fed is silly, but given the backdrop of worsening macroeconomic conditions for the American consumer, the possibility of a second wave of coronavirus cases with the return of cold weather in