[gomox]

There's one interesting thought in the article: that financial markets could be correctly predicting the end of the Covid pandemic phase.

The unwinding of the Covid trade doesn't necessarily correlate with that, but it's a reasonable proposition.

Most of the other stuff is opinions and I agree with the sentiment of many of the other commenters: You might be right, and I certainly would like you to be right, but there's little hard evidence that you are, and June 2021 was a nice cautionary tale that you very well might not be.

[Yoric]

> The unwinding of the Covid trade doesn't necessarily correlate with that, but it's a reasonable proposition.

It's certainly an interesting thought, but why would it be true?

[immibis]

Or it could simply be the collapse of the financial market as it fails to be propped up for much longer than it was supposed to be.