IMO, if you're not talking about ICU surge capacity, you're likely missing the forest for the trees. It's understandable, but increasingly a distraction. The chief issue is healthcare overwhelm.
In two weeks, we see where our healthcare system is as a result of pre-lockdown life. In two more weeks, we see the impact of lockdown. This is the information we need, especially with a dearth of testing. We needn't call this "jumping off a cliff."
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I think some people are ready to wave goodbye to the weak and old and endure an Italian-style healthcare fold so their own portfolios look better. Fuck them.
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The key, here, is that we're talking about something on the order of a month to get an understanding of whether we are even capable of falling into the SK condition vs. the Italy condition. "Wait and see" is like standing on the tracks.
End of conversation
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