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In all our macro posts, we always talk about how the one thing that can derail all the discussions is a mutated strain of COVID.
And on Thursday, that was exactly what we got, with the new Omicron B.1.1.529 strain.
This could well turn out to be a false alarm, but it is not wise to ignore the threat until we have more information.
Because so little is known about the new strain, we need to approach Omicron like we did with the original COVID back in Feb 2020.
We start by listing out the facts, making educated guesses, then deciding how to position our portfolios.