Comments
Transcript
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LCBest RVDB I’ve seen in a while!! Great job keeping the questioning relevant and insightful, thanks guys.
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NII have zero doubt that Ed is right. I had my annual dental exam on Monday and I was the only patient in the office. It was surreal. Pre-covid, there would be many patients in the various exam rooms and even more in the waiting room. My State is mostly open with few restrictions so this is all consumer fear driven. I suspect the disconnect is where the equity market views a dead economy as a good thing because it will force an even more elephantine amount of stimulus (which would better named sedative as the debt strangles all life out of the economy).
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JJAs usual, Max did a GREAT job. He is such a great interviewer/moderator. He asks probing questions that challenge the speaker. Ash hits the softest softballs and only compliments the speaker about how well he spoke or how insightful he was. It is like night and day. More Max. Ash needs to get his act together.
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DSThe US and other countries economic survival of this pandemic - where so many people cannot work to provide for their families - is completely different from even a deep business cycle recession. In some respects the problems of a pandemic are more like the Irish Potato Famine. An Irish farmer did all the farming necessary to put in and care for the potato crop to feed his family. You can discuss why it happened. You can give the Irish farmers the solution after the fact. Nothing except personal savings and the assistance of the church and state could allow the Irish people to survive the famine. Creating massive CB reserves in commercial banks with no one to lend to will not help the farmer or the merchant in the village. Giving money to the aristocracy will help a little as they fix up their mansions and buy stocks in America. Unfortunately, this does not help the overwhelming majority of the Irish people. In a pandemic the economy will survive when people survive. We will rebuild a growing economy. The all clear is on the horizon. We are most fortunate that men and women of science have developed vaccines at warp-speed. We need to help the families and important businesses in the most need to survive for six more months. We can do a better job the second time. We know more about what works! It is the right thing to do. It is also the necessary thing to do to rebuild an economy at warp speed together. DLS
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CWAnother good one from Ed. Really enjoy watching these daily. I do a daily coronavirus wrapup as a journalist for work and think the picture in the U.S. will actually be worse than Ed predicts. And, we're reaching certain metrics quicker than expected.
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WTDoes anybody remember the game, Twister? That's how my mind feels when I listen to the professionals talk about these markets. Everybody is all over the place that there is more confusion now more than ever, no clarity. Get me outta here! ....and just for fun, let's throw this thing called Bitcoin into the mix. Enjoy.
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RSWhat are your views about the legislation coming out of the House about making Chinese follow certain audit protocols to be listed in American exchanges? What are the short and long term implications? My personal view is this a short term situation and MNC Chinese companies can list in Singapore or HK to get American funds. Could it be a buying opportunity to get emerging market exposure at a discount? Thanks. Robrert