We will not pass judgement upon the masses and pretend to be sanctimonious in our opinions of one another. Once again we are polarized to the point of good v evil and the evil seems to be winning, in what seems to be a nonsensical long term plan to exterminate the human species, or at least part of it. While these forebodings might assuage those with mental maladies, I cannot for the life of me believe a plot this sinister can ever exist, judging by 30,000 years of evolutionary greatness which has resulted in mankind pretending to visit the moon and website moguls in cowboy hats pretending to visit “space” at an altitude of 66.6 miles high.
What we, as investors, need to be interested in is how all of this dialogue and controversy will affect our portfolios. I consume plenty of information, but I reserve my energy towards actions that can tangibly improve my life, eschewing crusades that would only serve to impugn me. That said, it is clear to me with all of the break-thru infections and escalating COVID cases around the world — it is very likely we will lock down again. Look at Australia — locked down with just 1 COVID death in 2021.
Can we absorb another lockdown and what will it do to stocks?
Believe it or not, I do believe this will be BULLISH for stocks, perhaps not in the beginning but eventually, especially after MOAR stimulus is issued and people get to trading COVID and lockdown plays again.
I cannot help but to lament being alive during this time period as a parent and hate that I am forced to live under such conditions. But I do not posses and army and find myself unable to genocide at this present time, so I am forced to adapt to their world view. This is the path humans have chosen to take — ZOOM calls and masks forever, new and experimental vaccines with promises of healthfulness in spite of overwhelming evidence to the contrary. Statistics are skewed and the data simply is filled with half-truths, only believed by the very truest believers, polarized incredibly to the point of abject stupidity by 4 years of Trump derangement syndrome. Let’s not forget, these vaccines all started under Trump and everything he did was stupid and half-baked and now we have a zombie President who doesn’t know what decade he is in.
We can make extreme fortunes if another lockdown comes. Vaccines will be mandated and new vaccines with new delivery systems will be unveiled. Vaccine passports will be mandated as well and people will be told when they can shop for food. Why this is happening is beyond my comprehension — and I do not pretend to believe in any of the Alex Jones theories with any real seriousness. I find that when I guess at things and try to understand things cynically, I am prone to err. Instead of guessing and postulating, I will continue to tweet out facts and cases and post trading ideas here, for this is my way of coping — grappling to the one thing I know well and can control.Comments »