05-03-2021, 11:12 AM
(05-02-2021, 09:15 PM)ken-do-nim Wrote: Hi all,
I hope May is a great month for us, but I think the market will be choppy until:
1) The Pfizer or Moderna vaccines prove they are effective against the new India double-mutation strain. I think a lot of people are worried it's only a matter of time before what's happening in India spreads worldwide.
2) The extent of the chip shortage becomes clear.
The vaccines show good efficacy against the Indian strain, which was circulating in California over a month ago, and which now has the lowest per-capita rates of transmission and hospitalization of any state in the U.S.
My wife and I are now fully vaccinated (Moderna), and have been enjoying local restaurants for indoor dining. Getting on a plane Saturday to go visit vaccinated friends and family.
Have plans for a late Summer vacation, as it looks like Europe opens up to the fully vaccinated by June. Would prefer to go to South America, but it isn't clear to me that they will be as fully open by the end of Summer. Maybe Chile, based off of their success in getting a large % of the population vaccinated.