{"id":50525,"date":"2020-05-04T12:28:23","date_gmt":"2020-05-04T16:28:23","guid":{"rendered":"https:\/\/www.technologyinvestor.com\/?p=50525"},"modified":"2020-12-09T17:05:04","modified_gmt":"2020-12-09T22:05:04","slug":"whats-it-mean-a-thinking-process-for-ultra-changing-times","status":"publish","type":"post","link":"https:\/\/www.technologyinvestor.com\/?p=50525","title":{"rendered":"What’s it mean? A thinking process for ultra-changing times."},"content":{"rendered":"

Buffett sold all his airline<\/strong> stocks because the virus changed the world and no one was traveling.<\/p>\n

Several people made billions shorting oil,<\/strong>\u00a0because the virus had changed the world and no one was traveling.<\/p>\n

When telecom gear<\/strong> and long distance<\/strong> were de-regulated in the end-1960s, I said “What the world needs… is information on the about-to-be exploding telecom opportunities.” I started magazines and trade shows.<\/p>\n

When the Internet came, my friend Emmet presciently bought zillions of www domain names<\/strong>, figuring that real estate would, one day, be worth zillions. They were.<\/p>\n

When online came online, Shopify <\/strong>figured it had a huge opportunity helping the unwashed become washed. The stock is now over $600.<\/p>\n

When the virus shut us down, there were companies helping to do business at home, viz Zoom Video and DocuSign.<\/p>\n

Enough with the examples.<\/p>\n

New Rules:<\/strong><\/p>\n

\u00a0 + Don’t spend your days reacting to the idiocies of day-to-day Wall Street. You can’t win that battle.<\/p>\n

\u00a0 + Look for BIG trends.<\/p>\n

\u00a0 + Don’t expect to find them immediately.<\/p>\n

\u00a0 + You need patience. Matt waited three years before real estate prices dropped to his taste. The black swan man Nassim Taleb took a long-long term put on the S&P 500 reaching a ridiculously low price.\u00a0 It reached a ridiculously low price in mid-April 2020. He cleaned up. But it took years of patient waiting.<\/p>\n

\u00a0 + One big bet is all you need.\u00a0Marc Benioff’s SalesForce\u00a0bought\u00a0$100 million worth of\u00a0Zoom stock\u00a0at $36 a share when the company went public last April.\u00a0Zoom’s stock<\/b>\u00a0price is now $143.\u00a0 boosting the value of\u00a0Salesforce’s stake\u00a0to over $425 million. <\/span><\/span><\/p>\n

\u00a0 \u00a0+ Amazon online biz is booming Amazon packages are being stolen. There’s an opportunity. Look what i just bought on Amazon (where else?):<\/p>\n

\"\"<\/p>\n

$179. Click here.<\/strong><\/a><\/p>\n

Oops. My mistake\u00a0<\/strong><\/span><\/p>\n

In Friday’s email I said we’d had over million die from the virus. Wrong. It’s really over one million infected.<\/strong> The latest number is of infections 1,189,845. Latest number of deaths in the U.S. is 68,633. More than military deaths in Vietnam.<\/p>\n

I quickly fixed my mistake on the web site.<\/p>\n

Former President Bush tweets<\/strong><\/span><\/p>\n

\u201cIn this time of testing, we need to remember a few things: First, let us remember we have faced times of testing before,\u201d Bush said. \u201cFollowing 9\/11, I saw a great nation rise as one to honor the brave, grieve with the grieving, and to embrace unavoidable new duties.\u201d<\/p>\n

\u201cSecondly, let us remember that empathy and simple kindness are essential, powerful tools of national recovery. Even at an appropriate social distance, we can find the way to be present in the lives of others,\u201d Bush said in the three-minute video.<\/p>\n

\u201cLet\u2019s remember that the suffering we experience as a nation does not fall evenly. In the days to come, it will be especially important to care in practical ways for the elderly, the ill, and the unemployed,\u201d Bush said, referring to the heightened danger the elderly and those with preexisting medical conditions. \u201cWe serve our neighbor by separating from them.\u00a0 We cannot allow physical separation to become emotional isolation. This requires us to not only be compassionate but creative in our outreach.<\/p>\n

\u201cFinally, let us remember how small our differences are in the face of this shared threat. In the final analysis, we are not partisan combatants, we are human beings equally vulnerable and wonderful in the sight of God. We rise or fall together,\u201d Bush said.<\/p>\n

President Trump predicts a vaccine\u00a0by end-2020<\/b><\/span><\/p>\n

A vaccine would be a huge plus for the stock market. It would also enhance his re-election, which is , of course, the reason he made the prediction.<\/p>\n

The latest on covid-19<\/strong><\/span><\/p>\n

No one in the scientific community believes we’ll have a vaccine by end-December.<\/p>\n

For the latest, read three articles in Sunday’s New York Times:<\/p>\n

+\u00a0Get Ready for the Global Fight Over Vaccines<\/strong>
\nThis isn’t just about saving lives. It’s also about power, profit and national prestige.<\/p>\n

Click here.<\/strong><\/a><\/p>\n

+ What the Proponents of\u00a0 ‘Natural’ Herd Immunity Don’t Say<\/strong>
\nTry to reach it without a vaccine, and millions will die.<\/p>\n

Click here.<\/strong><\/a><\/p>\n

+\u00a0How Long Will a Vaccine Really Take?<\/strong>
\nA vaccine would be the ultimate weapon against the coronavirus and the best route back to normal life. Officials like Dr. Anthony S. Fauci, the top infectious disease expert on the Trump administration’s coronavirus task force, estimate a vaccine could arrive in at least 12 to 18 months.<\/p>\n

Click here.<\/strong><\/a><\/p>\n

+ Could ‘Innate Immunology’ Save Us From the Coronavirus?<\/strong>
\nResearchers are testing whether decades-old vaccines for polio and tuberculosis could protect against infection.<\/p>\n

Click here.<\/strong><\/a><\/p>\n

For the world covid-19 dashboard with all the up-to-date numbers, click here.<\/strong><\/a><\/p>\n

A bargain wireless headphone for only $60<\/strong><\/p>\n

I paid $300 for my excellent Bose wireless headphones. I should have bought these $60 Anker ones:<\/p>\n

\"\"<\/p>\n

Click here.<\/strong><\/a><\/p>\n

Feeling couped up? Watch this:<\/strong><\/span><\/p>\n