What’s Happening With Delta?

By now, it should be clear to everyone that the readily available vaccines are not able to contain the spread of variants efficiently.

Outbreaks are currently occurring in all the jurisdictions where we’ve seen the majority of the population getting the first wave of shots, but there are no surges in the number of verified cases that actually turn into victims; it looks like the this outbreak is in the number of cases, not casualties.

It appears that Delta isn’t nearly as deadly as the original virus, and this chart clearly proves it:

Courtesy:, Bloomberg

I’m looking at data that comes in from Israel, which is already administering a 3rd Pfizer shot to its population, and the resurgence of cases there doesn’t translate into deaths.

If you’re hearing panic in the media, don’t freeze up and enter a state of shock. The world is experiencing a hiccup, but I’m certain that there should be no wave of lockdowns in most countries. The trend is towards living with the variants, not letting them dictate our lives.

With that, what we see is that the focus of governments is turning to children since they’re the largest demographic that isn’t vaccinated. This is worrying and beginning to upset many of us.

Each has a personal choice to make in this regard, and my gut instinct is telling me that the pushback from parents will be massive!

Therefore, governments will switch to mass testing and home-based kits, where children will be tested almost daily, perhaps uploading results to a central database so that only negative testers will go to school and other activities.

I’m so sad to see this type of world for my own kids, where they are pre-checked before they’re allowed to live a full life, and I’ll definitely express my dismay if push comes to shove.

The lack of other treatments (not jabs) that are being approved and used (instead of just focusing on a vaccine) is alarming.

The censorship of information and resistance to the main thought processes are out of control, and what’s really frightening is that most people continue to listen to experts even though no one has been consistently right about anything.

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    The markets are pricing in this lessened fear, and Wall Street is actually the most bullish it has been in 19 years!

    The United States, Europe, and even China; analysts are bullish on all regions!

    Courtesy: believes that there are essentially two market forces:

    1. The rich have no alternative and will keep putting cash into large-cap companies. Where else would they go? 
    2. There’s the average person, which needs to stay away from the large caps and must devote time to smaller-cap companies since they’re truly attractive.

    So much money has been created in the past year that the amount that’s flowed into equities is unreal!

    Courtesy:, Goldman Sachs Investment Research Division, Cormac Conners

    It’s not stopping, either. The momentum is just increasing, and that’s why we continue to stay LONG equities, but I’m putting in much less than before.

    The likelihood that markets will correct is virtually guaranteed now that retail investors are extremely bullish at the same time as Wall Street.

    In the meantime, gold has rebounded furiously like we predicted, and we believe this is only the beginning!

    Best Regards,

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