Stocks just notched a quarter for the record books. Here’s why the rest of the year is so uncertain

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Good morning, Bull Sheeters. We made it! Welcome to 2H.

The first half ended yesterday on a high note—in sheer defiance of all the unnerving geopolitical and pandemic news. There are escalating tensions between Hong Kong and Beijing, and between Washington and Beijing. And, Dr. Anthony Fauci told Congress yesterday that America is “going in the wrong direction.” Clearly...