Friday Investment Talk: Normalcy, Vaccines, UK/EU Metrics, US Bullishness, Whiskey Scam

The Economist Normalcy Index sits at 66% of pre-COVID levels, as the delta variant gains steam in Emerging Markets. Those same countries have a large, young anti-vax population.

UK and EU show signs of life with increased inflation and retail sales. These remain largely undervalued markets.

Bullish investors pile into US markets – specifically Nsadaq large cap leaders. After months of bullishness, markets maybe set for a slowdown soon.

The shady business of investing in whiskey casks seems riddled with signs of a potential scam.