Casey

So it looks like we've reached the 'Justifying slavery via the existence of atheism' part of the outbreak? Probably bullish for stocks!

Curious if you want to share any reasoning. I have a bit long. Cranking out 30% app store fees, 80% of USA youths have an Apple phone, Trump has an apple phone, lowering costs on some models, Huwawei blocked for politics in USA, going towards services and other products like watch and health, reasonable capital allocation.

Not really, no. A law about wearing a mask is more similar to laws about wearing a seatbelt, not being drunk while operating machinery, not smoking in certain areas IMO. Is a comparison to abortion helpful? I guess i think there are more practical ways to approach the question of wearing a face covering during a pandemic.

Irony much :o lol Edit. I should probably interpret this a bit more charitably, since you're right. This kind of blindness does happen in the anti-Trump direction you're talking about. Trump's a king of generating brain mush in his supporters as much as haters though, imho.

Interesting news, but I don't find it concerning. You can understand why Akre would sell it based on the kind of businesses they talk about wanting to own. Especially when you had the opportunity to buy some pretty interesting companies in March.

I can imagine a few factors playing a role: - Can't have the virus if you don't test for it - Similarly, if you don't figure out numbers accurately w/in healthcare system - some populations are earlier/later in the curve, more isolated or more connected internationally - Responses vary a lot by country. Wouldn't be surprised if some are in fact better than USA. - First world problems like diabetes, obesity, heart disease are a risk factor?

Just because some internet clowns paid 25$ for a COBF membership doesn't mean you have to argue with them for 100 pages. <pig in the mud quote>

https://www.cnbc.com/2020/04/27/coronavirus-homebuilders-see-sales-jump-as-renters-flee-urban-apartments.html Bump. I think a lot of people with high salaries in major cities are looking at houses in smaller cities and suburbs right now like: "Are you serious, I can live there instead of this $3,000/month apartment?" And that was true even before this pandemic caused people with office jobs to wfh. I'm weeks late from what was the bottom in March, but so far the market has basically paid you to do what seem like obvious "its priced in" things. The obvious thing seems to me: a bunch of well-paid knowledge workers are now seriously comparing single family home life in suburbs or smaller cities with being cooped up in their expensive NYC (or wherever) apartment. Pre-covid, homebuilding stocks had also done quite well because (I think?) of demand from millennial demographic, low interest rates, and constrained supply. I can't say why, but they did pretty well anyways. Now, homebuilders seem like a good way to be long the big city -> suburbia flow that's currently being prompted by demographics, pent up rent-is-too-damn-high frustration, pandemic, and WFH going increasingly mainstream. Thoughts on this? I get that some people hate work from home, but i think forcing everyone to do it is going to normalize it for many companies and help many people discover that they like it and it could work for them.

Are you sure it's the right link? Works for me, but I am also member . I logged out and repost: https://www.investorvillage.com/smbd.asp?mb=4143&mn=447499&pt=msg&mid=20614502 Ahh, thanks. I see I just didn't read far enough.

Are you sure it's the right link?

This thread lol

When do people think we will be reporting less than 100 confirmed cases a day in Texas, New York, Florida, California? This Fall? This winter? Next spring/summer?

I hope these antibody tests are conducted across the country (countries) so we can get a much clearer picture and these speculative debates are no longer needed. Indiana trying to do a big random sample!

More context on how to interpret ~21%. From twitter "The tests came from people in grocery and big box stores. Cuomo said this was important because it came from people who were out — not people isolating at home."

Bezos is to Buffett as QQQ is to SPY :)

Haha. I'll let you know if he calls 8) Charlie's just bummed they sat on their hands too much and the market is back up. He's trying to talk some sense into it! FWIW, I do agree with him, but Re: berkshire, they should have been paying a dividend, doing buybacks, or buying more of the big tech cos than they are. For years. I'll take Facebook and Amazon specifically to outperform BRK.B massively over the next 20 years to the point that it's comedic anyone considered it an open question. For BRK owners... if you think of yourself as a long term investor, why do you own a business whose calling card is a pair of 90 year old experts in 20th century businesses? Amazon and FAAGM generally have plenty of smart operators who have studied Buffett, understand the 21st century economy and businesses, have better data, better opportunities to invest capital, benefit from technology, and have all shown it by growing faster than BRK the last 10 years. What's the advantage of BRK the business at this point? 1-5 years of Warren Buffett and staff picking a basket of bank stocks and SPY for you, and a random conglomerate with low synergies or integration, pays no dividend, has upcoming governance/brand risk? Okay, that's pretty un-nuanced bordering on dumb devil's advocate take, but basically, I have a hard time disagreeing with myself about too much of it. I do own BRK, and trade in and out of it occasionally. You can tell when it's a good time to sell because it never goes above $225 a share :P

Why is it, that, regardless of content, the majority of the Twitter links you post are filled with losers who's posting history, 90%+ revolves around a Trump obsession? Speaking of obsessed ::) It's a nice day Gregmal, take a walk!

I think the tests are not perfect and only pick it up if there's a certain amount? So 1/8000 people or whatever would be too diluted. Otherwise that's kind of genius. I am a chemistry & science layman so take it fwiw.

Awesome. I would love to know if I've had this already.

https://gothamist.com/news/surge-number-new-yorkers-dying-home-officials-suspect-undercount-covid-19-related-deaths

Hey Cherzeca, seems like a valid critique chart to me. sources are listed on the bottom right hand side, but I couldn't find the underlying data that it's based it on, and with Flu deaths 3k per week all year maybe it's just a baseless chart unless my understanding of flu dynamics is way off. I admit I didn't look that critically at these numbers before posting so thanks for checking me.

Exhibits A and B for my point.

Agreed that it is obviously not the flu. Re: the title question of this thread, it does seem like there will be plenty of "just a flu" folks who are basically impervious to looking at data or applying some common sense napkin math. They're going to be confident in booking travel, going to mall, book cruises, etc as the economy reopens. So forecast accordingly.

What you speak of could happen some, but the list of things that concern me more is pretty long.

Rural health center where my family member works has 3 doctors and a few days ago one was confirmed to have covid so now they are down to 2.