1/ Talked with a CVS minute-clinic nurse practitioner at Austin today.
She mentioned that lately nearly than 50% of the COVID positive tests are coming from fully-vaccinated folks (asymptomatic or mildly symptomatic, e.g. a sore throat), who are accompanying a sick relative.
2/ The underlying dynamic is potentially that one unvaccinated person gets COVID, and then turns every vaccinated persons in the household asymptomatic spreaders for a couple of days.
3/ Before the arrival of the doubly-contagious delta variant, this issue was not too concerning.
But now, this summer is going to be "interesting".
4/ The fall could be a lot worse for unvaccinated people, when the vaccinated population has their IgG/IgA titer waned by 8-10x, thereby becoming asymptomatic spreaders with higher viral load.
The 50% statistics is from that particular CVS store (they provide COVID testing service). so it's just one data point. but i think the broader picture probably is not too different.
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Best gap open lotto: NKE, 40 bagger before 845am.
Best intraday lotto: EXPR, 100 bagger at noon time
Best HLOD lotto: SPCE, 190 bagger (if bot near the close yesterday) at expiration.
Thursdays will be the day of the week to see the biggest rise in RRP balance.
We are going to see $25+Bn increase today. Wait for it.
This trend should continue into the week of June 29th, when Tuesdays would have a chance to exceed Thursdays (according to Treasury's current pattern).
$32Bn RRP balance increase today, like clockwork
But.. RRP is still lagging behind the reserve injection by a little bit.