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Liberty

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Everything posted by Liberty

  1. It's a good move out of precaution, but my guess is that many of those doses will end up being donated to Nicaragua, Venezuela, or some place like that. In total, the new order of 100m + 100m doses will take the United States up to a total of 600m doses for a country of 330m people. That would be a ~90% vaccination rate, which would be outstanding (and implausible). My guess is that, in our wildest dreams, only 70% get vaccinated which would require about 460m doses. Time will tell, and it is better to have too much rather than not enough. SJ There's wastage, and the cost is minimal vs the cost of even just 1 extra day of the pandemic, so it's totally rational to over-order a bunch of doses, especially since you can be sure that one of the suppliers won't have a manufacturing SNAFU or whatever. Great if they end up helping poorer countries, foreign aid is great too, but from a humanitarian point of view, and as a way to build soft power in the world. Meanwhile: "Oklahoma trying to return its $2m stockpile of hydroxychloroquine" https://www.readfrontier.org/stories/oklahoma-trying-to-return-its-2m-stockpile-of-hydroxychloroquine/
  2. Feds order 100m extra doses of Pfizer, 100m doses of Moderna. Good move. https://www.cnbc.com/2021/01/26/biden-administration-orders-additional-200-million-doses-of-vaccine.html
  3. https://www.ft.com/content/2b0dbba3-6fe8-4c2d-8cca-90e87261d436
  4. https://dubra.substack.com/p/wallstreetbets-the-new-kids-on-the
  5. Relative valuation sucks. What you want is to see where you are vs your potential. Right now, "49% of the shots distributed to states have been administered", and more shots could probably have been available if the Feds had taken up Pfizer's offer last summer.
  6. https://heathercoxrichardson.substack.com/p/january-21-2021 https://www.foxnews.com/media/cnn-debunked-biden-inherited-vaccine-distribution-plan-47-times Good if that's true that they had more of a plan than it sounded, but clearly it can't have been that much of a plan, as the feds haven't really been doing much to help distribution and it's in a pretty pitiful state, and already we're seeing a lot of things being activated that should've been months ago (defense production act, mask mandates, increasing resources for vaccination, coordination between states, using more federal resources like FEMA, etc).
  7. https://heathercoxrichardson.substack.com/p/january-21-2021
  8. https://www.cnbc.com/2021/01/21/dr-fauci-says-he-took-no-pleasure-in-contradicting-former-p.html
  9. New post: https://brooklyninvestor.blogspot.com/2021/01/happy-new-year-bubble-yet.html
  10. Documentary on Putin and his wealth:
  11. Via Bill Browder's twitter: https://www.rte.ie/news/world/2021/0118/1190380-alexei-navalny/
  12. "I'm also excited to say that I've made my first ever private investment, and it's in Koyfin.com -- I've been DM'ing with Rob for years and living in the product daily, and I love what they've built and can't wait to see how it keeps evolving."
  13. Glad you found it useful!
  14. I recommend the film 'Palm Springs' (2020, Hulu). But go in KNOWING NOTHING ABOUT IT. Not a trailer, not a description, nothing. All you need to know is it's not for kids. It makes the film so much more fun to have no spoilers.
  15. Lots of stuff on state of COVID19 here: https://www.lesswrong.com/posts/i6doyTk6kHkGyKybq/covid-1-7-the-fire-of-a-thousand-suns
  16. https://www.axios.com/biden-release-coronavirus-vaccine-8b1b0dda-edd2-4739-917f-cf815ae165ff.html "President-elect Joe Biden plans to release all available coronavirus vaccine doses when he takes office" Leadership, finally.
  17. The book 'Stumbling on Happiness' by Gilbert was a huge influence on my life when I read it. It was long ago, but the main points have always stuck with me. Recommended.
  18. https://www.theatlantic.com/science/archive/2020/12/virus-mutation-catastrophe/617531/
  19. May 2021 be much better than 2020!
  20. "More than 186,000 Russians have died due to coronavirus, three times more than previously reported" ("Russia said on Monday that its coronavirus death toll was more than three times higher than it had previously reported") https://www.theguardian.com/world/2020/dec/28/russia-admits-to-world-third-worst-covid-19-death-toll-underreported
  21. I watched Greyhound too. This is also basically an alternative history movie where all the German U-Boot commander collectively loose their mind. Tom Lasso is surprisingly good. Not a premise that interested me at all, but I heard enough good things about it from people who's taste I trust that I check it out, and both my wife and I really enjoyed it.
  22. https://vitamindforall.org/letter.html
  23. Started the Mandalorian, after all the praise for season 2. I figure I can be patient with season 1, as I hear it takes a bit to get good...
  24. As soon as it is offered to my age group. Death isn't the only possible bad outcome, this virus can cause damage through vasculitis in all kinds of organs including the brain. No thanks. I don't know why anyone would take that risk when a much much much less risky and highly effective vaccine is available.
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