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Well, "benefit" is a matter of perspective.
We crossed 100k deaths in the US yesterday. My WAG early on was 200k deaths in 1 year, which may be a bit of an underestimate, but I'll stick with it for consistency.
What's interesting to me is the optimism of the markets despite the fact that we're still very early into this. I heard some good news that a vaccine might be available in a quantity of 100M by the end of the year, but that covers 1.4% of the worlds population. Better than nothing, for sure.
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