UK

https://www.wsj.com/articles/what-it-would-take-for-herd-immunity-to-stop-the-coronavirus-pandemic-11600594201 "Reflecting these real-world effects in disease models can shift the estimated herd immunity boundary. One group of researchers estimated that threshold for Covid-19 could be as low as 10% to 20%, though many epidemiologists say that is unlikely. Other modelers have estimated it at around 40% to 50%. Christopher Murray, director of the Institute for Health Metrics and Evaluation at the University of Washington, said his group estimates the herd-immunity threshold at between 50% and 80%."

https://www.bloomberg.com/news/articles/2020-09-15/nikola-director-ubben-says-startup-skeptics-too-focused-on-past

https://www.ft.com/content/75587aa6-1f1f-4e9d-b334-3ff866753fa2 SoftBank is the “Nasdaq whale” that has bought billions of dollars’ worth of US equity derivatives in a series of trades that stoked the fevered rally in big tech stocks before a sharp pullback on Thursday and Friday, according to people familiar with the matter.

https://seekingalpha.com/news/3608898-apples-newest-street-high-price-target-700-bull-case

Very interesting discussions. Thank you all!

https://www.bloomberg.com/news/articles/2020-08-18/sweden-s-face-mask-debate-heats-up-amid-covid-resurgence-warning

more like 100%:)

https://www.bloomberg.com/news/articles/2020-08-11/a-1000-stock-jump-is-hong-kong-s-new-pro-democracy-rallying-cry https://www.bloomberg.com/news/articles/2020-08-12/the-1-100-rally-in-lai-s-firm-slows-after-regulator-warning Buying the stock has become a popular way for the city’s pro-democracy activists to show support for Lai following his arrest on Monday, along with snapping up copies of his Apple Daily newspaper.

It seems he changed his mind regarding BRK, but they were net sellers of equities and ultimately cash increased to 147 B from 137 B at the end of q1. So was it really a big change of mind in general?

https://time.com/5875457/bank-of-america-brian-moynihan-economy-coronavirus/

https://www.bloomberg.com/news/articles/2020-08-06/goldman-says-time-to-think-about-a-shift-in-market-leadership?srnd=premium-europe

https://www.bloomberg.com/news/articles/2020-08-03/chinese-tech-stocks-soar-as-u-s-measures-spur-support-hopes

https://www.rvcapital.ch/

https://www.marketwatch.com/amp/story/trump-says-401k-investors-who-followed-his-advice-are-doing-phenomenally-the-others-not-so-much-2020-07-26

https://www.wsj.com/articles/trump-plans-to-sign-executive-orders-aimed-at-reducing-drug-prices-11595623107