EP, thank you for stopping me in my panic. I will certainly look into the matter and give it a deeper think.
At the beginning of any day, I am one to realize that cash is the most dangerous investment of all, not so much the 3-5% inflation dilution each and every year, but due to the fact that cash will, sooner or later, be invested in any number of moolah spoiling ventures.
I am down to 25% of original energy/roryalty holdings.
The flu thing, the whole extended family and office staff and their family will have flu shots before Saturday. Each family has 12 courses of Tamilflu in stock.
Truthfully I have not focused any effort thinking about the possibilities, other than thinking back on the SARS experience, when everyday was Saturday, each lunch was a meal, wine before swimming was delightful, quality time was plentiful with family, and computer time was a joy, to converse with friends and loot from everybody else.
I suppose the flu can be really bad as per the drama described in the press, but I cannot say I detect any motion to prepare for the drama in the financial and business arena.
Difficult to say how it will all play out.
Flu is not like war, and everybody gets to participate.
I suppose panic will set in if and when birds drop out of the sky over CBD in Hong Kong, or when organic chicken from France becomes unavailable at the supermarket.
Dunno. All may be worse than SARS or better than Y2K. Either way, I go to cash, to lock in profit earned, crystalize moolah made, just to have some scratch to buy the dips.
Best, J |
