Recent content by william the wie

I have to agree with Toro. sell in May and walk away argues for an April peak. Also economic history and epidemiology tend to support a disease caused labor shortage causing increases in income and automation. You are improperly using a market boom model

But not very fast

The lock downs in NY, NJ,DE, IL, CA and other states are happening disproportionately in high tax/ high regulation states. My concern is that the liberal hordes may start invading low tax/low regulation states as soon as the quarantine is lifted. what is your concern with such an outcome? I am...

Not my area of expertise. but the "Beating the Dow PPP" or Value line's one issue portfolio looks interesting but the market without Treasury having slightly better returns than CDs I will stick to my knitting

That depends on the degree of reaction to Chinese incompetence in preventing a pandemic. I don't have a clue on how angry the world get at China.

US death rate calculated at less than 0.1% now and likely going down faster soon. Finding safe investments will get more difficult when that happens. How big do you expect the boom to get?

Trump is acting like a Democrat where the rubber hits the road. Corona virus counter measures are picking up speed fast so why the stimulus that would make FDR or LBJ blush?

What will they come up with as a three way compromise to correct the problems of social distance , I have no idea and I suspect that the three of them have no better idea than just about any member of this board does as to what is the least the bad fix if the therapeutics in the pipeline right...

We paid off our last debt in August of 92 and that is better than adding a zero or more to net worth

FL has no relationship to the northeast corridor. no state income tax and you can only donate blood if you have an appointment or you run across the donation RV. I don't know if that is a county or state rule. Hospitals are worried that someone will put the staff in quarantine. This is the...

Some dividends and lots of premium expirations will show up in my account as free cashflow. I'm not supposed to donate blood since I am over 65 and between social security and other income sources it doesn't matter if I make any investment income. Still I will soon run out of watch list shares...

There is a lot of news on Corona virus, the whole crisis could be over with this month.

This should cause major problems in south east Asia.

A large chunk of the Chinese labor force is unemployed. most US CV deaths have occurred in west coast container port cities so persistence of CV may surprise us on the Downside. The EU may also decide to stop using as many Chinese imports.

I lean towards India as the army of Revelations because India will have the world's largest population by 2016 if current trends continue in both countries.