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I think this is a cool clip (a bit long)

Full video of the question and answer

S&P did rate Boeing one level above junk. The 25B note placement at 4.6% above treasuries is encouraging, but my bet is that passenger traffic for next two years will be lower than last year's. I do have two biases - 1) till COVID I was in top bracket in terms of passenger miles and 2) I own...

“You’ve got too many planes.” - Buffett That is not going to be good for BA. Wonder what happens to the open orders under these circumstances and whether any force majeure clause will apply

Second the recommendation on Thinking, Fast and Slow

Also, data is being suppressed and edited by authoritarian governments like China for political purposes. https://www.tampabay.com/news/health/2020/04/29/florida-medical-examiners-were-releasing-coronavirus-death-data-the-state-made-them-stop/ I think Florida is a big city in the Xingiang...

# of people that died yesterday due to COVID-19 in US - 2909 # of people that died due to September 11 attacks in US - 2996

"Nearly two years ago the ratio rose to an unprecedented level," Buffett said in the Fortune article. "That should have been a very strong warning signal." (in Dec 2001) The issue with this line of logic is that at any point in time from 2015 till two months back the above statement was valid -...

Unless US starts a war and hence increases defense spending, the situation is going to be bad for BA in my view. As an AA Exec platinum and United 1K member I don't see myself flying till I see a vaccine or a cure (not reducing 15 days sickness to 11 days that remdesivir is offering). Too many...

Looks like Rosenberg is moderating his view https://www.cnbc.com/2020/04/30/long-time-bear-david-rosenberg-doesnt-hate-stocks-right-now-heres-why.html

Of course it is good. What is not clear is whether it is good for you or the counterparty of the trade.

One year back on April 29, 2019 SPY closed at 293.87

Increase in fatalities during the past 15 days Sweden - 1456 Norway+Finland - 212 "Swedish Policy Factor" = 6.87

There are these two young fish swimming along and they happen to meet an older fish swimming the other way, who nods at them and says “Morning, boys. How’s the water?” And the two young fish swim on for a bit, and then eventually one of them looks over at the other and goes “What the hell is...

There is a wholesale-retail disconnect going on in multiple places - auto(especially used), housing (starts vs pricing), gas, interest rates etc. Almost like retail actors are in denial. Rarely do retail judge better than wholesale.

Last of my long positions got called away Friday. Overall portfolio now short, will add next week.

Drinking bleach is stupid

Not a surprising development. Only so long that a population can suffer such ignorance.

They should have read this forum. As even beginners in technical analysis could tell them, most gaps will be closed (sorry)

I don't think people understandthe impact of the virus. It has little to do with what government does. I typically fly around 250,000 miles a year. Whether the administration "opens" the economy or not, atmost I can see myself doing one international and maybe 2-3 domestic trips for the rest of...