Just to “close” the intellectual (as well as financial) position we opened here for the record, we herewith state that we consider the stock market rally that commenced on March 24, 2020, a commencement pinpointed by us exactly, to have logically run its course. We have now begun – for the time being with significant caution as there is never anything more difficult and dangerous as calling a stock market top – taking positions in selected financial instruments betting that the stock market will fall from here, and very significantly so.
The concrete timing that the S&P 500 itself has exhibited appears to correspond perfectly with the widening realization that what fuelled this rally – the hope of a quick and easy “solution” in the form of vaccines – was mostly misguided, something any medical doctor/researcher with a thorough understanding of virology and a cool head could and should have been aware of and stated publicly from the very beginning of the “vaccine hope campaign”.
We have offered a solution that unlike once-cast vaccines works against any virus variant, no matter how mutated. It is, unlike the already stale vaccine solution, as fresh and valid as it was when we first published it.