It really is a global shut down. Welcome to the depression. BMW CEO Says Circumstances As Serious As Coronavirus Pandemic Can Threaten Existence Of Even Large Company
https://twitter.com/NorthmanTrader/status/1246029553803427842 Welcome to the depression https://t.co/4PHYLNpiuw — Alastair (@StockBoardAsset) April 3, 2020 Portfolio leverage as a multiple of assets in risk parity funds, estimated – @SoberLook @WSJ pic.twitter.com/VRtNxiMEFv — Rob Hager (@Rob_Hager) April 3, 2020 Bloomberg: Mortgage Defaults Could Pile Up at Pace That Dwarfs 2008 https://www.bloomberg.com/news/articles/2020-04-02/home-lenders-brace-for-up-to-15-million-u-s-mortgage-defaults As many as 30% of Americans with home … Read more
Energy service stocks are truly at historic low valuations. Plenty value to be found.
The commodities-to-equity ratio is at a 50-year low. One of our core positions still is: Long gold & short stocks. Oil and energy stocks have big asymmetric upside here and makes sense as part of the long mix. pic.twitter.com/gITtzbxcRM — Otavio (Tavi) Costa (@TaviCosta) April 2, 2020 This is oil YTD folks… Absolutely destroyed. It’s … Read more
THIS IS INTERESTING: What Everyone’s Getting Wrong About the Toilet Paper Shortage: It isn’t really about hoarding. And there isn’t an easy fix.
via medium Bottom line: There are separate consumer and office TP supply chains, and now that everyone’s working, and pooping, at home, the consumer chain is overstressed and the office one is, uh, backed up. “In short, the toilet paper industry is split into two, largely separate markets: commercial and consumer. The pandemic has shifted the … Read more
NANCY PELOSI ON 2/24: PAY NO ATTENTION TO THESE CHINESE CORONAVIRUS FEARS. “WE THINK IT’S VERY SAFE.”
Trump China travel ban – January 31, 2020 Pelosi Come to Chinatown – February 9, 2020. Pelosi today: Trump didn’t act quick enough h/t GR
Shutting Down the Global Postal System
by Martin Armstrong COMMENT: Dear Martin, your public and private blog is the first I read every morning, it is my briefing. I received this email today (31.03.2020) from a friend living in Switzerland about sending me a package via normal mail … “this morning, I wanted to ship xxxxx and xxxxx to Greece, and … Read more
As Bodies Pile Up In NYC, Chicago Nurse Quits Job For Not Being Able To Wear Personal N-95 Mask To Treat Coronavirus Patient
It seems like Americans are finally coming to terms with the grim reality… (by Half Dollar) Before the economic decision was made to abruptly suspend Silver Doctors Live, we were discussing coronavirus back when we were simply calling it the Wuhan Coronavirus. Indeed, we began covering it on January 20th, and just before we suspended the … Read more
Trump campaign quietly calling restaurants & sending take-out orders to hospitals & other locations for doctors and other first responders
Link to article: https://www.foxnews.com/politics/trump-campaign-donates-meals-coronavirus Since last Thursday, President Trump’s reelection campaign has been calling up local restaurants and ordering large amounts of food to be delivered to more than a dozen hospitals in New York, New Jersey, Washington state and Michigan. The campaign has been placing these orders anonymously, but Fox News learned about the … Read more
Legacy Media Ad Revenue is Down Because of Coronavirus: HAHAHA!
https://www.youtube.com/watch?v=s3yjqbIxZj0 So is mine but I don’t over-spend seven figures on ad agencies, gold trim for my carpet, or 5,000 dollar cameras.
Coronavirus ‘May Cause Brain Damage’ As Dangerous Swelling Found In ‘Confused’ Patients
I have been stating this FOR MONTHS!!! “Coronavirus could cause brain damage in some patients by triggering inflammation that can lead to bleeds and the killing of cells, doctors have warned. The virus appears to have resulted in neurological complications in some of those infected – including one Florida man in his 70s who temporarily … Read more
If It Weren’t For Fake News, They’d Have Hardly Any News At All:
Misleading NYT Map Suggests The South Is Uniquely Dangerous for Coronavirus. On Thursday, The New York Times published a story suggesting that the South is uniquely dangerous for the spread of the coronavirus. Michael Barbaro, host of the Times podcast “The Daily,” shared the map with the text, “In a word….The South.” Yet both the NYT article and Barbaro’s tweet ignored … Read more
WALMART, TARGET ORDERED to STOP SELLING NON-ESSENTIAL ITEMS in Vermont – including SEEDS
Big-box retailers in Vermont have been ordered by the state to stop selling nonessential items, including clothing and toys, to in-store customers. The order declared a host of goods — from clothing, toys, electronics and jewelry to paint, gardening and sports equipment — off limits to in-store customers.. https://www.today.com/today/amp/tdna177397?__twitter_impression=true We Better Wake The Hell Up, … Read more
War with China starts in Venezuela
Trump has indicted Maduro from Venezuela and there are a ton of reasons the Trump administration has decided to end the regime. Maduro basically sold out to China and essentially gave them a foothold in South America. Maduro has defaulted on loans from China and the CCP would most certainly like nothing else but to … Read more
Martha McSally Urges WHO Director to Resign over Coronavirus
She’s a smart cookie! “Sen. Martha McSally (R-AZ) on Thursday called on the World Health Organization’s (WHO) director-general to resign over the organization’s management of the coronavirus and the WHO’s concealment of China’s failure to contain it. McSally called on Dr. Tedros Adhanom Ghebreyesus to resign over the WHO’s handling of the coronavirus outbreak, which … Read more
Now, a shortage of drugs to happen too? Still report, video and lists of drugs
Drugs most likely to be in short supply: 1. Chloroquine phosphate 2. Hydroxychloroquine 3. Melphalan tablets 4. Anagrelide capsules 5. Disulfiram tablets 6. Irbesartan tablets (very wide use) 7. Losartan tablets (very wide use) and also being tested against coronovirus 8. Venlafaxine extended release capsules (wide use) 9. Levetiracetam immediate release tablets and extended release … Read more
You Probably Won’t Handle This Crisis “Perfectly.” That’s Okay.
by Daisy Luther Right now, every prepper I know is busily trying to tie up any loose ends before the pandemic outbreak racing across the country becomes even worse. They’re buying last-minute supplies, securing their homes, and organizing their plans. They are managing their families, many of whom aren’t taking the situation seriously. They’re trying … Read more
3M is screwing the US — their Distributors are only selling to foreign countries
So what the hell? 3M is not selling to the US. Jared Moskowitz is on Tucker Carlson telling how 3M won’t sell to the US. Jared Moskowitz @JaredEMoskowitz . @3M Hello again. Director of @FLSERT here. I have money, you have masks yet you won’t sell them to me. Stop selling to foreign governments. .@3M … Read more
SBA 7a (forgiveable) loan to small businesses – Frantic Confusion
by Apacheone I wanted to make a short post about the CARE act and what’s actually happening on the ground. I’m a lifelong entrepreneur, and I own about 10 small businesses (of varying size). Background: This last week has been a total clusterfuck of business owners trying to figure out the details of the SBA … Read more
JPMorgan 2020 2nd quarter guide to the markets.
by MasterCookSwag So I don’t normally post these because I think most people are following it to begin with but with the influx of new posters I figured I’d throw it up. A few key things I thought were interesting. Value factor was the second worst performing factor in the first quarter, had the second … Read more
It appears coronavirus searches are decreasing while unemployment searches are at an all time high
by SellMeAllYourKarma I don’t really know what to do with this information. But I’ve found it interesting https://trends.google.com/trends/explore?date=today%201-m&geo=US&q=corona https://trends.google.com/trends/explore?date=today%201-m&geo=US&q=unemployment The public is switching from an unknown fear to a known fear. Words such as “death rate” have similar trends to Corona. Perhaps we are done with large drastic swings and whether the … Read more