We’re not going to be able to lockdown again, societally speaking, so the only option is to power through. Baseball powered through a wave of infections. We’re a few months away from a vaccine approval and treatments have gotten better and better. But when you see an uptick in nationwide infections (and deaths), you have to expect some sort of a pause in the cyclical stocks / value stocks that have begun working this September. Things may have to get worse this fall in order for the economy to keep moving forward.