Is the Stock Market on a Tear?

I think it's gonna be actually Q2 because I think there's a hundred million people who've had it or somewhere in that neighborhood and if you look at the infection rate now if 200,000 people are confirming a day it's got to be a multiple. By July by the summer things should be materially and meaningfully better even though some reports today suggest the time horizon will be longer like JP Morgan put out a report that suggests we're gonna see pretty substantial infection rate over the next summer. But fundamentally there is some light at the end of the total but this isn't going to be a five-year problem it should really only be a matter of quarters which is what we're seeing