Is the Internet Wrecking Infrastructure?

We consider (between the rain and power blinks here in Texas) how soon we start seeing some real declines in things like hotel, rental cars, and travel as business is moving more and more to video conferencing in lieu of travel?

And, we take a look at what our Trading Model is doing in the wake of the sell-off yesterday that closed the S&P below short-term support.

So grab the coffee….here comes a data dump…

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