I shouldn’t be trying to write brilliance every day, or so. But I get inspired:<\/p>\n
+ I’m worried about some muni bonds. Where are the states and the cities going to get the money to pay the interest and redeem them? But most have rallied.<\/p>\n
+ Busted real estate is promoted as a great investment. Mark Cuban and others are pushing it. Lots of cheap retail space, I’m guessing. It’s too early for bargains.<\/p>\n
+ Companies still run by their owners and making big bets.<\/p>\n
Business Insider ran a neat story today:<\/p>\n
One of the world’s best small-company fund managers tells us how he finds ‘hidden growth’ that others miss – and shares his 3 top picks for the year ahead<\/p>\n
From the story:<\/p>\n
John Barr of the Needham Aggressive Growth Fund thrives by finding companies with growth potential that most of his peers are overlooking. He favors companies run by their founders, and firms that are making big investments in their business that haven’t paid off yet.<\/p>\n
His three stock picks are Vicor, IPG Photonics and Taiwan Semiconductor.<\/p>\n
You can read the full story here.<\/strong><\/a><\/p>\n Invest in Oil?<\/strong> <\/span>Yesterday’s conversation at Harry’s Healthy Hangout, 127 miles north of New York City.<\/p>\n Mary: Harry, would you invest in oil at present?<\/p>\n Harry: No.<\/p>\n Mary: Why not?<\/p>\n Harry: No one’s going anywhere. Are you? Where are your grandchildren?<\/p>\n Mary: Florida, North Carolina and Georgia.<\/p>\n Harry: You going to visit them?<\/p>\n Mary: No.<\/p>\n Harry: Why not?<\/p>\n Mary: They don’t want us.<\/p>\n I don’t know quite what to make of this<\/strong><\/span><\/p>\n President Trump is pushing\u00a0hydroxychloroquine with the words “What do you have to lose?”<\/p>\n From a web site called TechStartups, posted yesterday:<\/p>\n Dr. Vladimir Zelenko has now treated over 1,450 coronavirus patients (2 deaths) using hydroxychloroquine with 99.99% success rate<\/em><\/p>\n Dr. Zelenko’s regimen is:<\/p>\n 1. Hydroxychloroquine 200mg twice a day for 5 days<\/p>\n 2. Azithromycin 500mg once a day for 5 days<\/p>\n 3. Zinc sulfate 220mg once a day for 5 days<\/p>\n For the story, click here.<\/strong><\/a><\/p>\n Snopes.com, the fact checking web site, writes:<\/p>\n As has been noted elsewhere, combining hydroxychloroquine and azithromycin can cause serious problems for people with certain heart conditions. Though zinc appears to be an important factor in several immune functions, a potential mechanism for how it might work against viral infections is not well-understood.<\/p>\n In an interview with Forward, Zelenko “acknowledged that his regimen was new and untested, and that it was too soon to assess its long-term effectiveness.” He instead argued that “the risks of waiting to verify its efficacy” were greater. This is an assertion with which public health officials largely disagree.<\/p>\n Regardless, making an assertion in a blog post or in a YouTube interview that neither describes the study design nor provides the actual data used to reach a conclusion about efficacy cannot, in any way, be critically evaluated. As such, this claim is rated “Unproven.”<\/p>\n For more Snopes, click here.<\/strong><\/a><\/p>\n We over-estimate our fellow human’s IQ<\/strong><\/span><\/p>\n This one is priceless. From Florida comes reasons why some Floridians won’t get the virus.<\/p>\n pic.twitter.com\/4unl3fJWKk<\/a><\/p>\n — Marginally Wicked Resister (@PinkyD124) April 18, 2020<\/a><\/p><\/blockquote>\n\n