my base case remains up until down, and when if down, horrific down, else we all learned something, that down forever banned
tech shares way up, as was the case before the virus hit, indicating virus accelerated events but did not change them
gold shares way up, as was starting to do before virus hit, indicating ... etc etc
other shares not so healthy, as was ... etc etc
bonds need bailing and state-support, no surprise
martin's public / private asset scenario continues to track true
I feel fortunate that Martin is around to give his views even as I do not understand 95% of what he writes, which does make me suspicious, like 'am I that dumb', but given past experience w/ his reads, 'perhaps I am' comes easily to mind. |
