10-13-2020, 11:06 AM
My take - I think people feel somewhat normal right now. The oh-shit panic of Mar and Apr has turned into (thanks to the warmer weather) a new normal where you can go wear a mask to your favorite restaurant and eat outside, take your kids to sports practice, host an outdoor get together, and COVID is not a looming threat. That is going to last for another month and a half, tops.
The cold weather will drive people indoors and people will close up the windows. Transmission is going to accelerate at a rapid pace, especially in apartment complexes and densely populated cities - it’s science, backed by history, and it’s unavoidable. No one is eating outside or going to the beach when it’s 40 outside. Travel to warmer climates is also going to be extremely risky, and their is a high chance places like Florida might re-impose travel restrictions from residents of northern climates. Indoor sports will likely become super-spreader events. And the culmination of all of this will cause our hospitals to be overrun... which will likely necessitate a return to more draconian restrictions on people’s movements. Even if the government is unwilling or unable to impose these restrictions, a large portion of the population will impose them of their own free will.
I really hope I am wrong about all of this. And maybe none of this will impact the stock market at all. But I’m investing on history and science instead of a FOMO, and if that costs me 20% in gains, fuck it.
Sent from my iPhone using Tapatalk
The cold weather will drive people indoors and people will close up the windows. Transmission is going to accelerate at a rapid pace, especially in apartment complexes and densely populated cities - it’s science, backed by history, and it’s unavoidable. No one is eating outside or going to the beach when it’s 40 outside. Travel to warmer climates is also going to be extremely risky, and their is a high chance places like Florida might re-impose travel restrictions from residents of northern climates. Indoor sports will likely become super-spreader events. And the culmination of all of this will cause our hospitals to be overrun... which will likely necessitate a return to more draconian restrictions on people’s movements. Even if the government is unwilling or unable to impose these restrictions, a large portion of the population will impose them of their own free will.
I really hope I am wrong about all of this. And maybe none of this will impact the stock market at all. But I’m investing on history and science instead of a FOMO, and if that costs me 20% in gains, fuck it.
Sent from my iPhone using Tapatalk
Why do people just post what they are thinking? Without thinking.
2012 Ford Mustang
1995 BMW 540i/A
1990 Eagle Talon TSI AWD
2012 Ford Mustang
1995 BMW 540i/A
1990 Eagle Talon TSI AWD