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I’m writing this after market close and the S&P 500 (SPY) and the Dow (DJI) are up 7%-8% again. It is quite the bear rally from the lows in March. I’m watching Twitter, talking to other investors, listening to CNBC, lots of investment podcasts, and of course, reading the financial papers. I’m increasingly getting the sense investors are now closely watching the progress of SARS-COVID-2 to determine whether it is time to get back in. Perhaps, on some days, finding confirmation in sharp rallies.