Matt Johnson, CFA® - Andy Nugent, CFA® Market Recap, Portfolio Analysis, and Review The 3rd quarter saw the Covid-19 Delta variant sweep over the country causing a temporary slowdown in the reopening of the economy. Add to that, the global supply chain is backed up, congress cannot agree on an infrastructure spending bill, and government officials cannot seem to agree on anything. We would think the combination of all these hurdles would cause negative performance in the equi