Let's just put the top in right now. Some random thoughts on the bull case.https://medium.com/@dan_60967/devils-advocate-the-bull-case-338718cf177c …
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Replying to @SuperMugatu
I'd add one more point to your near-term bull case: summer may yet give us a breather before a big resurgence in the fall. Some combo of heat + humidity + sunlight + more ppl outside + residual distancing may keep case & death counts down.
1 reply 0 retweets 10 likes -
Replying to @jonst0kes @SuperMugatu
I'm super worried about the Fall, but I'm totally willing to entertain the possibility that the summer reopening will make it look like we've got this thing licked (we don't). That is NOT my baseline, but I consider it quite possible.
3 replies 3 retweets 20 likes -
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Replying to @jonst0kes @SuperMugatu
Free trade idea. If we're right
$MTN looks like a great short to me. (Disclosure: no positions of any kind that I actually picked for myself or pay attention to. I do not trade this stuff, ever. I just follow the markets the way one follows baseball.)2 replies 1 retweet 2 likes -
Replying to @jonst0kes @SuperMugatu
If you're willing to hedge I'm doing long (startups, anti coronavirus vaccines/antidotes, farms, back to the land communes, social networks, ai, botanical medicine, new glocal currencies) / short US equities (market & weak cos) and am *considering* taking funds from others.
2 replies 2 retweets 6 likes
I don't want to manage the money of non-badasses, but you qualify.
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