Help me brainstorm how to search for binary events similar to the Cornwall Capital guys from The Big Short.
Some initial ideas
screen for:
- companies with serious litigation and/or
- companies with alleged fraud
- companies down by >x% in short amount of time
- have options
One interesting thing about value investing in general is, from my perspective at least, the complete lack of discussion of futures/commodities trading.
The best traders/investors traded futures and they are tax advantaged (individually). Can’t commodities have value too?
Small business property destruction is not helping small businesses who were already impaired from COVID. They are my biggest long-term economic concern.
Wondering how many have been destroyed w/o insurance. Could be nail in the coffin for those on the fence about continuing.
Please provide your list of approved protesting methods. teapawt.net/brynnekkelly/status/12…
We’ll never experience that in the US because some people think their AR-15s could fight back against the federal government.
In other words to be clear that this is not me:
“I’m defending the side that:
gets killed 5% of the time, is always armed, has other ways of subduing suspects, almost always isn’t charged with a crime and often has backup”.
During the time the BLM media firestorm has been ongoing, two US police offices have been shot dead (unrelated to protects). Both were from uncooperative suspects who defied orders, fled inside, & grabbed gun. Bios below.
odmp.org/officer/24678-polic…
odmp.org/officer/24675-polic…
FARTHER is for physical distances. FURTHER is for conceptual, non physical distances.
(Ha I don’t really care but do notice and check correctness every time someone says either of these)
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End of an era.
No Munger at this year’s Berkshire meeting! berkshirehathaway.com/news/a…
Wondering if something like 5% of office workers never return to an in-office job after trying remote work and loving it and more cos realize it can work for them.
Allstate giving a tip on how much nationwide traffic (ex-trucks) is down even for non-locked down states.
"noting that driving mileage is down 35% to 50%, even in states that do not currently have shelter-in-place orders"
npr.org/sections/coronavirus…
Jamie Dimon knows there will be a major recession
reports.jpmorganchase.com/in…
What about the 20% of the country that is no longer working?












