The Delta variant is spreading. Economic growth may be peaking, and lots of people expect a pullback in stocks. It just may be time to bet on reopening stocks once again.
That may sound counterintuitive, even foolhardy. Covid cases in the U.S. have more than doubled over the past two weeks, while deaths are also on the rise, resulting in new mask requirements and even the cancellation of the New York Auto Show, which had been scheduled to start on Aug. 20. And signs point to a slower U.S. economy, with the ISM manufacturing…
