In our latest investment update video, Deron McCoy, SEIA’s Chief Investment Officer, provides a mid-quarter update revisiting the tailwinds of the three V’s — Vaccine, Valuations, and Vision — and where we stand going forward. These tailwinds have been driving the market over the past nine months or so, but they are now poised to become headwinds in the back half of this year. Everything is Awesome at 4200, but take profits.