We’re going the other way. Despite what you see in the media, despite all the negative reports, the alarming headlines trumpeting increasing cases, “leaping” infections, and rising concerns about the Delta, Delta+ and even Lambda COVID variants, we’ll say it. It’s going to get better. In fact, it’s going to get better . . . faster. Here’s a prediction, or a “forecast” if you prefer. Things will continue to improve, and COVID will fade from an overwhelming and frightening pandemic to a common endemic. Current vaccination rollouts in Asia will accelerate and by year-end we’ll have sufficient effective herd immunity, if not actual herd immunity in many countries. Asia and emerging market cases will decline dramatically as the nearly uncontrolled COVID spread there means a larger percentage of those populations have already been exposed (compared to the developed world), which means the threshold for seeing real world cases decline will be lower as vaccine distribution improves. We made similar predictions for the US and Europe, and by Q2 they came to fruition. This isn’t magic, hyperbole, or wishful thinking, it’s science and logistics. What occurred in the US, Israel, Canada, and Europe will now occur in Asia and the emerging markets. There is real light at the end of this dark tunnel, and it is a brighter day.
© 2025 Open Square Capital
Substack is the home for great culture