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Archive of entries posted on 4th May 2020

What’s it mean? A thinking process for ultra-changing times.

Buffett sold all his airline stocks because the virus changed the world and no one was traveling. Several people made billions shorting oil, because the virus had changed the world and no one was traveling. When telecom gear and long distance were de-regulated in the end-1960s, I said “What the world needs… is information on the […]