Castanza

One thing I'm wondering about is why MSC is doing this "through" Atlas? They are allowing Atlas to capture some of the value by doing this long-term lease with an option to buy it at the end. Why not just buy the ships themselves? I was wondering this too. Is there an obligation ("carrier committed") or "option "to purchase these ships at the end of the lease? The article worded it both ways. It's hard to think of an advantage MSC would gain from this other than potentially skipping out on maintenance costs?

Richard what evidence is there regarding this statement? You and I both know that you don't care at all about the answer to this question, because the answer's obvious to everyone who's followed American pandemic news even the tiniest bit for the past 9 months. One doesn't need to provide supporting evidence to say that the sky is blue, ice is cold, and the sun rises in the east. So, I'm just going to save us both time, and not bother with an answer. I do care about the answer. And see? You don't care about any of this. That's what I mean by it being as obvious as the sky is blue. And it's equally as obvious that you don't actually care to have an accurate view of how the actions of the President of the United States may have contributed to the explosion of cases during the worse pandemic in the USA in 100 years. That's why it's a waste of both our time. By the end of JULY there was 26 million people who attended BLM rallies and protests crossing state lines. Since then that number is likely about 50%+ more. It was the largest event in US history. You can take all of Trumps rallies and its population total is a drop in the bucket compared to GLM rallies, protests and riots. Rule for thee, but not for me. The fact is all of these behaviors likely influenced the spread rate....plenty of foolishness to go around.

What do you mean by false positive? -not contagious, no disease, no virus (true error) -not contagious, no disease, immaterial virus -not contagious, immaterial disease, virus+ As you likely know, the distribution of results along the Ct-threshold axis is different in the community vs when becoming hospitalized with Covid-19 confirmed by both clinical criteria and PCR test. Still, the trends in positive tests and test positivity in the community vs hospitalizations tend to be correlated. Do you think people who have become hospitalized with Covid-19 are falsely labeled positive as a result of the casedemic? I think the heart of the question is at what CT is an individuals a risk of spread? PCR is sort of rudimentary no? I mean at a CT of say 40, you have found the covid virus. But you’ve also “amplified” it way beyond the actual existing amount. I guess it doesn’t really matter if the goal is to err on the side of caution. I find it interesting at the lack of standardization from a global perspective. If the US is counting 40CT as positive and Portugal isn’t a positive until it’s 25 then there is clearly big discrepancies of Covid cases. I guess that’s not all that important either as the individuals who are in hospitals are there regardless.

Yup, I brought this up in the spring, and it was widely determined by the experts here not to be relevant to anything even though cycle threshold is 10000% relevant to everything regarding spread/severity of this "cold". Or that the vast majority of positives in the US would have been negatives in other countries..... So the questions are ... if I’m reading the article correctly. What CT is indicative of infection and spread? What is the average CT of current test history in the US? Edit: current CDC stance Can cycle threshold (Ct) values be used to assess when a person with COVID-19 is no longer infectious? No. Although attempts to culture virus from upper respiratory specimens have been largely unsuccessful when Ct values are in high but detectable ranges, Ct values are not a measure of viral burden, are not standardized by RT-PCR platform, and have not been approved by FDA for use in clinical management. CDC does not endorse or recommend use of Ct values to assess when a person is no longer infectious; however, serial Ct values may be useful in the context of the entire body of information available when assessing recovery and resolution of infection. Nov 18, 2020

I'm not the landlord...

That’s what I figured would be the case. I pretty much told my friend to just leave and then clean when they get back if they’re worried about catching covid. It’s got to be give and take. Landlords have it pretty rough right now too. I can see a lot of renters putting up a fight over this though. And in some cases, say an immune compromised person I can see some reason for caution.

Not sure where to put this but... For those of you who are landlords, how have you been handling showings during the pandemic? I had a friend who is moving out of an apartment and is pissed because their landlord is showing the place as normal. They work third shift in the healthcare field and people coming in during the middle of the day doesn’t work well. They also are pretty nervous about covid and don’t like a dozen different people coming in their home every week. They also are supposed to be extra careful because of their occupation. I haven’t seen any laws or restrictions on this. And quite honestly, haven’t thought about it since I don’t rent. Seems like a pita to deal with.

https://twitter.com/michaeljburry/status/1333998226244964353?s=21 “So, @elonmusk, yes, I'm short $TSLA, but some free advice for a good guy....Seriously, issue 25-50% of your shares at the current ridiculous price. That's not dilution. You'd be cementing permanence and untold optionality. If there are buyers, sell that #TeslaSouffle.”

Encourage masks, hand washing, social distancing. Encourage high risk individuals to stay home/be cautious and to get the vaccine when it comes out. Allow others to go on with life. To me that's reasonable It remains to be seen if there will be enough hospital beds. What’s your point?

Encourage masks, hand washing, social distancing. Encourage high risk individuals to stay home/be cautious and to get the vaccine when it comes out. Allow others to go on with life. To me that's reasonable

These stories are/will become the norm.

Sold out of PLTR and NIO today and yesterday. A bird in the hand is worth two in the bush

I'm not so sure that their lockdown is entirely responsible for their low case count. Australia is in summer right now and it's becoming increasingly clear that this virus is highly seasonal. We didn't hit zero in the US during summer. The numbers actually went UP as we entered summer coincident with lifting restrictions. The summer increase in the US was almost entirely relegated to the sunbelt stats, where it was so hot that people had to gather indoors. Perhaps seasonal isn't the right word but rather the conditions that force people to gather in enclosed settings. And holiday travel. On the other hand, restaurants and bars were able to seat people outdoors. But how does this differ from Australia's state of Victoria? So you're advocating for extreme lockdowns like Australia? Didn't they only allow people 1 hour of "outside time"?

Happy Thanksgiving everyone

50% of PLTR 200% gain 70% of NIO 270% gain I'll play with house money from here :o I thought there was supposed to be a rotation into value happening....Hopefully it comes soon enough. Edit: r/wallstreetbets is having one hell of a day

Another 20% today?! This meme stonk nonsense is making long term and short term gains management a real PITA.

Originally picked up 100 shares around $3.50 After my GOOG options play in May I said F it and added 400 shares at $17 end of August. Completely speculative position with really high risk, but hey I'm young and the EV boom is only going to happen once.

I agree, the EV bubble is insane. Did not expect this to run up so fast. My joke of a position is quickly turning from "Hey babe, we can get a new range, dishwasher, and fridge." To "Hey babe, we can get a new range, dishwasher, fridge, tankless water heater, washer/dryer and possibly a new set of irons :o" I can't help but smirk at my NIO position ;D

Anyone have any thoughts on how Yellen might benefit or hinder the asset cap situation? She seems quite reasonable and bipartisan. I could see her spending some time on this to pressure the Fed into removing the cap.

barren land could bode well for a solar field no?

What time do you start and end work? That can make all the difference for making family events (sports, recitals, etc). Test the route out if you’re considering it. There are nice easy long commutes and ones which could be shorter but much more involved (heavier traffic, multiple exists, terrible roads etc.). Make a pros and cons list. If you really want the dream home and 100% work from home then talk to your boss. I just went through this process. I’m moving 1.5hrs away from where I am now to get more land, better house at a cheaper price, closer to family (not too close ;D). I will be 100% wfh permanently with a requirement of 1 day a month in office for training etc. My commute is literally 4 turns and 95% of the trip is one main highway. I also needed manager approval specifically for my team (no big deal) and it will not affect my career in any aspect since my team is smattered globally anyways.

I would assume masks are certainly beneficial during surgeries. But I cannot speak to that. My wife has worked in a few different hospitals now, all top of their field level 4 NICUs. Some hospitals required gloves and masks for specific procedures and others did nor require anything except washed hands for the same procedures. It seems there is not a lot of uniformity in some healthcare best practices (which is shocking). She looked into this as it worried her at first, but both hospitals took stances with peer reviewed research to back their "best practice" choices.

Sold 80% INTC position (break even) Bought AAPL - Valuation is a bit stretched, but they are best in class with a lot of cash and solid product pipelines imo. Sometimes you have to pay up

NYC has been through worse in the past (GD tent city in central park) and will probably go through more troubled times in the future. People who get fed up with taxes will leave, and people who have big ambitions and no experience paying high taxes will gladly move in and take a shot at hitting it big in the Big Apple. For every person trying to escape a big city there is someone trying to escape their small town.

And income mobility is better achieved through more regulations, more license, more barriers to entry, higher taxes, and more red tape? This is a very odd response to what I said. I was talking about income mobility, and you suddenly seem to believe that everything the government does is therefore about income mobility. (It isn't, you know. When the government prevents people from discarding cyanide into your drinking water, they're not doing so to increase income mobility.) That said, some government policies can help income mobility and some government policies can hurt it. Generally, America's pretty terrible at income mobility compared to almost all other western countries. I think it's a major contributor to the completely messed up political situation America is in right now. (If you like, read that to mean, "the rise of AOC" rather than "the rise of Trump". It's the opposite sides of the same "no income mobility" coin.) I agreed with your post. I was just highlighting some issues that can and do attribute to wealth inequality. But the government often seems to think that these implementations fix things. AMA is a good example of what I’m talking about. There is a premium and high barrier to entry to being a doctor in the US. Same with engineers etc. There is second and third order effects down stream from this type of structure.