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OK. Why am I so grumpy? Consider a 10% reduction in economic activity. That would be a huge blow to any business. Few companies operate on...
By the way, at this point, I believe the S&P 500 is a value trap. I see plenty of downside. I don't expect that to change in the next few years,...
By the way, despite my denigration of all people analyst, I have a lot of respect for a couple of people in the industry. One person specifically...
It appears New York is at or near peak for COVID-19. This brings us to the next phase of considering economic impact. If New York was not under...
Tom's thought of the day: Something written in bold or all caps is no more likely to be correct than something typeset in the correct case.
Lastly, What I own, what I would do, or what I think you should do are irrelevant. My wealth, whatever it might be, is irrelevant to you. What...
Understanding the telemetry. WBI = Wilshire 5000/GDP The WBI is not a crash indicator. It is a crash *risk* indicator. It is important to...
Today's rant is brought to you by Group Think (tm). Over the weekend, I read a few articles and watched a few interviews with "experts" who...
I notice, a couple of times in this thread, I wrote "sell a put". I've never been short puts for CCL. I've only purchased and then sold held...
To be less dismissive of the industry, I think cruising will continue, in some form. Adventure cruises to the antarctic, for example, are likely...
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We were down 24%, at one point. Most of the gain is equity recovery, not my mitigation efforts. I keep coming back to the conclusion that...
Good morning. :cool: Some are at risk. Specifically, anything office, retail, and most things industrial. Our housing REIT barely went down,...
Things have settled down here. We have a lot of psq, one short, some puts, drips turned off, and quite a bit of remaining cash. We are now ready...
I can't answer that for you, lax, but I find it interesting that Amazon has basically been deemed an essential service. They have had COVID-19...
I have a specific set of philosophies and that drives my investing process. Perhaps you have some ideas and philosophy you could lean on, at a...
It was a Roman history joke and not a very good one. I can assure you the investing skills here are stronger than the humour. Glad to have you...
I purchased puts. I'm betting against Carnival.
Welcome, Konstantinos. Didn't you change your name to Istanbul? I'm confused.
My $18.50 puts are in the money but this isn't going to be as nice as the $30 puts I sold last week.
