ERICOPOLY

What is the typical/average amount of mortgage debt to equity in the US today? An amortized mortgage carrying a 3% rate is 40% paid off today if that mortgage was taken out when the housing market peaked in 2006.

My point was to ask whether the people pointing the finger at China were doing so to deflect the spotlight off of themselves. Why else would they repeatedly say "over there!", "over there!". That can be read either way. Perhaps the media called it racist because they underestimate the man.

So the "Kung Flu" comments were not racist in origin, but were instead a deflection organized by the top of US Government in order to hide the Administration's role in the outbreak? In 2017, under President Donald Trump, the moratorium was lifted and replaced with a review system called P3CO — for Potential Pandemic Pathogen Care and Oversight — that left the review process shrouded in secrecy, according to the article.

It's not a hard decision knowing that almost 600,000 are dead in the US from covid-19, and many other survivors are suffering long term effects from their battle with covid-19. Meanwhile, the number of people vaccinated in the US far exceeds the number who have been infected with covid-19, and the dead and suffering are almost exclusively among the non-vaccinated. As the saying goes: 'Scorecard!'

Does anyone else own this? Two or three years ago (both actually) he said he was going to distribute the proceeds from the Stonetrust sale and wind everything down until there was only a "sliver" of stock holdings plus the GP ownership interest of Dhandho Funds.... But then last year, he reinvested the last of the proceeds from the Stonetrust sale back into the stock market (instead of distributing it), and said he was looking forward to gains on the stock holdings over the next few years. Am I imagining things or is this a course reversal?

Maybe it's from before his time. I posted this last June in the WFC thread: Mr. Napier—who has spent two decades worrying about deflation and who wrote a book about major market slumps—now predicts inflation above 4% next year in developed markets due to government loan guarantees. Governments, he thinks, have finally found a way to ensure that commercial banks lend: promise to cover bad debts. Heads, the banks collect the (slim) interest; tails, the government ends up with the losses. Of course banks will lend. “It’s pure politicization of credit,” Mr. Napier said. “This is the magic money tree.” https://www.wsj.com/articles/if-inflation-is-coming-the-market-isnt-ready-11592305397?mod=hp_lead_pos11

Best job titles ever, can't wait for the movie: Oriah Love, Grower Oliver Hammer, Assistant Grower Fiona Brooks, Assistant Breeder https://zedtherapeutics.com/team/

https://media.ford.com/content/fordmedia/fna/us/en/news/2021/05/19/all-electric-ford-f-150-lightning.html "and the ability to power your home if needed." I imagine that feature would be handy for dry camping with a 5th wheel where you don't want to piss off the neighbors with a generator.

Well, the "Integrated Solutions" category where the meat of the "pie in the sky" revenue is projected to come from only contains 1.1m units (the same number that Sanjeev reported from People Corp). And he reported that it was an actual contract and that they wanted to be onboarded immediately. His statements on this thread line up with the capital raise forecasts. The unit projection is what they already had under contract at the time.

Incidentally, I don't believe the app would play a role in "Integrated Solutions".

It https://apps.apple.com/ca/app/goevisit-virtual-doctors/id1200879381

The projected revenue from People Corp wasn't listed under the "B2B" category, but rather under another heading called "Integrated Solutions".

Okay, I dug out the source of the $19m projections for year #2: On March 18th, 2020, Sanjeev posted to this thread about closing a contract two weeks prior to onboard 1.1m members immediately: "About two weeks ago, we closed a contract with People Corp, which planned on onboarding their 1.1M insurance members over the next three years…in the last 24 hours, they’ve said that they want to onboard all 1.1M members immediately." The capital raise document was essentially forecasting about $20 of revenue annually from each of those 1.1m recently contracted members.

An annual individual subscription is $99.95. It would take 10,000 such subscriptions for $1M in revenue.

That is the million dollar question., isn't it? When Goevisit was raising capital in early 2020, the "income before taxes" projection was a bit in excess of $19m for year #2. What year is it now? It's year #2. PDH's share of that would be 30% of it.