SMCP - Omicron: The Next Big Mutation?

• I believe that we will have a different outcome this time – it won’t be as dramatic, as there is a framework for producing MRNA-based vaccines, as well as treatments.
• Until there is evidence that Omicron is significantly more problematic than Delta, we should not rule out the stock market having a strong finish to the year.
• The 54% rise in the VIX last Friday signifies an outburst of volatility that should last for about two weeks, which scientists presently estimate would be the necessary time to determine what the real impact of the multiple mutations might be.
• It is ironic that the Fed’s hands are tied as Omicron is likely to exacerbate current supply chain bottlenecks and therefore inflation.

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