75 replies to this topic

[SemiBizz]

Voluntary Quarantine has not worked.

 

We are not winning this War.

 

You don't win by patient cures, you win by stopping the infection.

 

I heard this morning from a very good source.

 

US will go into TOTAL SHUT DOWN

 

Something like Martial Law in certain places.

 

We probably have just a few days left... if that long.

 

While you still can still get out, do it now...I just got back from the store, and nobody has a clue... because the store was sparsely populated...

 

Load up on everything you will need to survive around a month LOCKED IN YOUR HOUSE...

 

Time will tell if I was wrong.

 

We can have a poll on which day the airlines stop flying next week.

 

State to State borders will be shut in certain places.

 

Please whatever you do though... STAY AT HOME...

 

and if you MUST go out... wear a mask and eye protection... sunglasses offer some protection...

 

Don't touch your face, and when you return... you strip to bareass naked and wash those clothes and into the shower you go.

 

One more thing... the markets can shut any time now, and probably all over the World... So don't be in any positions you don't want to hold FOREVER...

 

Please take extreme care...

[MDurkin]

You may be right time will tell...good luck to all.

[LMF]

There's the other side of any coin.....this is how that side looks.  When you're inside the medical community managing resources that can mean the difference between life and death, then and only then do you focus on infection rates, etc.  Nobody else gets to hang out in that zone.  Not Trump, and probably not even most of the CDC guys even.  You're either inside that zone or outside it, and there is never any grey area.  It is the most black and white thing on the planet.  If you're outside the zone......there is only the death count to analyze, just like it appears now when you go back and look at the swine flu 2009-2010.  Death rates matter, particularly age 50 and below.  That is the economy for the most part.  I spent 30 years working on and developing the C-17 military transport which is actually a group of 40 different computers disguised to look like a jet.  The most capable example of military utility ever invented.  Data is the only thing that matters every day......not what anybody thinks or considers important.  The jet says we need this or that......and the answer is how high do the engineers need to jump to make it happen yesterday.     

 

I have come to compare the current situation to the 2009 GFC in a few important aspects.  The main one is the human inability to be able to anticipate the level of uncertainty that important decisions can generate.  Somewhere between zero and infinity is the bound unfortunately.  And the problem always is that markets don't like uncertainty.  And markets matter, just like the economy matters, and just like vaporizing an army of small companies matters.  Ok so what's the bottom line here  Back in 2009 there was the infamous decision that Bear stearns got a nice bailout, but somebody up high figured out that Lehman wasn't going to be so lucky.  And seemingly there was no viable thought process on what could possibly happen before it went that route and Lehman declared bankruptcy.  The human failure to imagine again.  It gets us every time.  So now we somehow think it's the best thing since sliced bread to actually try and shut down the economy, whether it's partial or complete or whatever.  The measurement of that is not the critical thing.....it's the same concept as back in the GFC.  Just different circumstances.  Humans trying to do the same thing all over again here.  Like we need to keep doing this thing until we can somehow finally get it right.  Good luck on that one.....

Edited by LMF, 04 April 2020 - 03:47 PM.

[Rogerdodger]

1/4 of Americans have no savings.  Zip. Zero. Nada.

 

I try to avoid thinking about all of the possibilities coming.

 

NYC BUSINESS BURGLARIES RISE 75%...
Stores prepare for civil unrest...

Barr orders release of more federal inmates...

Edited by Rogerdodger, 04 April 2020 - 04:14 PM.

[MikeyG]

Bear fantasies in full effect.

[MDurkin]

Bear fantasies in full effect.

Watch the sky... oh no the train just ran you over...

[MikeyG]

Bear fantasies in full effect.

Watch the sky... oh no the train just ran you over...

We will see NASDAQ going to 10,000 plus and will ride that train!

[Rogerdodger]

"and will ride that train!" probably why NYC is so sick: Mass Transit.

 

I just checked my mail.

The letter carrier was wearing a mask and rubber gloves.

Those gloves have touched hundreds of mail boxes today and have microbes from the entire neighborhood.

Now when I take a shot of Vodka, I also wash my hands in it!

Edited by Rogerdodger, 04 April 2020 - 04:31 PM.

[trioderob]

wait a minute Semi -

 

your volume work does not predict the market if there is a bad virus going around ????

 

you never said that before ..

 

what is your volume work saying? 

 

( forget the funnymentals )

[MikeyG]

"and will ride that train!" probably why NYC is so sick: Mass Transit.
 
I just checked my mail.
The letter carrier was wearing a mask and rubber gloves.
Those gloves have touched hundreds of mail boxes today and have microbes from the entire neighborhood.
Now when I take a shot of Vodka, I also wash my hands in it!

Yeah seems like NYC is going for herd immunity