The full-on pandemic, the full re-opening, and the Exponential Age

I am trying to figure out how to position this post for you because I have a few things on my mind. Let me start off with the most salient point: from a macroeconomic and market perspective, it's been quiet. There's almost no real news flow. Yes, we had a historically low pandemic initial jobless claims number in the US today. And we have a blockbuster …