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  1. W

    Should US open economy sooner in May or wait more.

    https://dfw.cbslocal.com/2020/05/20/employees-say-hundreds-tyson-foods-workers-texas-test-positive-covid-19/amp/ Texas is going to be a disaster zone with COVID...
  2. W

    Should US open economy sooner in May or wait more.

    Data manipulation is in GOP controlled states
  3. W

    Should US open economy sooner in May or wait more.

    Data is being manipulated by the Trump administration ( evident in TX, FL, GA). That will likely buy them media headlines of a story of 'reopening" successfully, a new DJI high and possibly the November election. Dead people are likely to remain dead though. Or maybe bleach will bring them back.
  4. W

    ES Journal - 2019/2020

    CBOE Equity put call ratios confirm this
  5. W

    Should US open economy sooner in May or wait more.

    https://news.yahoo.com/amphtml/georgias-coronavirus-numbers-made-reopening-183733274.html
  6. W

    Should US open economy sooner in May or wait more.

    Fair criticism. Playing politics gets us nowhere. But when one side plays with people's lives by playing politics it is important that sane people respond.
  7. W

    Should US open economy sooner in May or wait more.

    Are you able to figure out any difference? That is my point
  8. W

    Should US open economy sooner in May or wait more.

    https://www.floridatoday.com/story/news/2020/05/18/censorship-covid-19-data-researcher-removed-florida-moves-re-open-state/5212398002/ Texas has asked county officials NOT to publish death counts anymore https://www.thelancet.com/journals/lancet/article/PIIS0140-6736(20)31140-5/fulltext...
  9. W

    What is a secret?

    there is a schroedinger's cat quality to that secret
  10. W

    ES Journal - 2019/2020

    Brilliant call!!!
  11. W

    ES Journal - 2019/2020

    A range day in fractal mode. Whole of the day range in a 5 min bar!
  12. W

    What is a secret?

    Even more interesting is a secret secret. No point asking me about it. Am not going to tell you.
  13. W

    BA

    Yea, it is a small position. UAL is going to go down further, but I got what I wanted. Got lucky closing all of BA puts and most of UAL position that day. Usually I am horrible at exits.
  14. W

    ES Journal - 2019/2020

    Quiet a bit of overhead supply from May to Oct last year at this level. It would surprise me if we just shoots through all that.
  15. W

    Should US open economy sooner in May or wait more.

    You are correct, but once we have enough data to confirm, it becomes too late. Hence forecasting models rather than confirming analysis. I get your point about jumping to conclusions from inconclusive data, but better to be safe than sorry in this case, as the potential cost of a reversal to...
  16. W

    Should US open economy sooner in May or wait more.

    It will be too late to do anything after it is spread. UT Southwestern is a well respected non partisan institution. They are giving a warning NOT to do what Abbot is doing. If rural Texans lose people Cornyn is toast in Nov even if he runs against a sack of potatoes. Interesting times...
  17. W

    Should US open economy sooner in May or wait more.

    What will be interesting to me is to see how the Terrorists of Trumpistan reacts to this development https://www.brookings.edu/blog/the-avenue/2020/05/07/as-states-reopen-covid-19-is-spreading-into-even-more-trump-counties/ Am sure they will find a way to blame "snowflakes"
  18. W

    Should US open economy sooner in May or wait more.

    In the end there will be an impact. Whether the trade off is worth it is the question. People sacrifice their lives for national security. Why not sacrifice lives for financial stability?. Unlike the financial crisis, the rich are relatively unaffected, so my guess is that we will end up having...
  19. W

    Should US open economy sooner in May or wait more.

    https://dfw.cbslocal.com/2020/05/15/ut-southwestern-study-massive-spike-coronavirus-cases-social-distancing-relaxed/
  20. W

    Should US open economy sooner in May or wait more.

    https://thehill.com/homenews/state-watch/498214-texas-reports-largest-single-day-jump-in-coronavirus-cases?
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