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  1. W

    University of Pittsburgh saves the world

    https://www.bloomberg.com/news/articles/2020-04-10/two-thirds-of-severe-covid-19-improved-on-gilead-s-remdesivir
  2. W

    Why I remain BEARish despite fed pump April 9th

    Good point
  3. W

    Why I remain BEARish despite fed pump April 9th

    In my reading fundamentals are also not that far off from technicals. Assume two quarters of US economy's free cash flow is completely removed. Now take any DCF model and remove first two quarters' free cash flow. How much does the valuation change?. Then why the panic? Have been selling...
  4. W

    ES Journal - 2019/2020

  5. W

    Business interruption insurance

    Most of them will have a force majeure clause in their contracts and looks like invoking it may not be a PR disaster (unlike 9-11). WHO declaration of pandemic,w house declaration of "pearl harbour", stay-at-home etc provides justification. If this is the only reason to short may want to...
  6. W

    Coronavirus: Bill Gates calls for 10 more weeks of lockdown

    https://www.gatesfoundation.org/TheOptimist/coronavirus
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    Frequent fliers

    Saw an email that United extended 1K till 2021. Haven't seen anything from AA on whether they will extend exec plat. Compared to what UA did I would prefer if they reduce the requirements rather than extend it to next year.
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