Gamecock-YT

yep, really teeing it up for somebody to ask.

Well for one thing, FedEx and UPS have their own planes. USPS usually flies in airline cargo holds. So with flights being reduced, you are seeing the supply chain having issues. Take a look around 10pm, seems like there’s way more fedex/ups/prime air/dhl flying around these days. I suspect USPS isn’t getting as good a deals flying the mail on those planes.

Negotiated an 11% decrease in apartment rent for lease coming up for renewal at end of June. Wonder if this isn't going to be a deflationary event despite the fed printer go brrr. And if so, if it's better just going for a 12 month renewal instead of 15 months (the same price per month for both)

Even, what I've increased in carb intake I've also increased running outside just to break up the monotony of being indoors.

https://www.doctorofcredit.com/chase-seems-to-be-tightening-small-business-credit-card-application/ The churning community has been milking Chase for credit card points through opening business credit cards for 'businesses' Since the coronavirus pandemic has hit, besides Chase not making any small business lending outside of the CARES Act, they've practically quit approving any business credit cards regardless of being legit or not.

Depends if the Fed will be giving bridge loans to cover people's mortgages, car loans, and credit card debt.

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Gov. McMaster is a clown. First positive case in the state was March 7th, he's been behind from the get go.

well he did sell some of the airline stocks, I guess that's action speaking louder than words...

I want to say one word to you. Just one word. Are you listening? Plastics.

Yeah, that's what I was going to say. That'd be the two you'd want to keep. Maybe they're just treating United and American as call options at this point.

Other issue with potentially pushing the season back is what to do about contracts that may end before the season is over. It's going to be a mess. Then you are also potentially running a situation where you end up cramming too much into the second half of the year. I think the French Open is currently scheduled to be played on the same weekend as the Laver Cup going to be played. I've watched a good bit of eSports since the end of live sports. The racing actually translates well, skill wise but seems to be a lot more accidents taking place. But not sure it's going to keep my attention in another month. But agree with the thoughts above that until there's a vaccine it's going to be a slow return of fans whether it's imposed by governments not to allow maximum capacity or the fear people will potentially have of being around large groups.

bogleheads is usually a good source for this, typically you can't but consult the Summary Plan Description. In theory, you could do a rollover to an IRA but you'd basically be unable to contribute to the 401k going forward.

Here’s Ackman video. He spoke for much longer so there might be an even longer video out there somewhere. https://www.cnbc.com/2020/03/18/bill-ackman-pleads-to-trump-to-increase-closures-to-save-the-economy-shut-it-down-now.html

He's like that about everything though. But I generally agree with what he was saying. Me too

Ackman is on CNBC about to breakdown crying. Very passionate about this.

We haven't even tested the December 2018 lows yet, the Shiller PE is still above 20 still. So not afraid of anything in the market. Was heavily in cash to begin with. If there's anything I'm afraid about it's my elderly relatives potential exposure to the virus.

WTI $32 Brent $36 Face-ripper

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I think Coronavirus is the fuse that lit this market on fire. Especially how levered the corporates are. Weak earnings, tightening standards, unable to rollover debts. Bankruptcies. Could be the Minsky Moment.

We've been going to Mayo Clinic for an auditory related issue. FWIW, the audiologist told my wife to absolutely not use ear plugs or noise canceling earphones. My wife used ear plugs because of my snoring! She said our brains need to be constantly hearing these background noises otherwise it will adversely affect our hearing. She said you want to use ear protection only if the noise level is damaging. I jam out on spotify all day, so it's not just the buzz of the noise cancelling going on.

Work in finance, it was sold as it would increase collaboration but it's done anything but that...people just use earplugs when they need to get work done. End up just messaging instead of actually talking to someone which was much more common at the old workspace. I half think it was done to compete for talent with the tech industry (some colleagues mention something similar was done around the late 90's tech boom) and half think it's just corporate finding a way to get more headcount in less space to ultimately reduce real estate costs. Depends how jaded (or how early in the day I have to put earplugs in)(or if someone steals my desk since we all 'hot desk') I am on a particular day whether I tend more one way or the other.

Work in one, Invest in really good noise cancelling earphones.

Bloomberg or sell side write-ups.

I guess value investing really is dead then.