CyanLite4

Netflix show “Pandemic” has featured Jake Glanville who says he has a working universal flu vaccine. However it takes 7 injections over a few months. His work is now trying to get it down to 1. I think at-risk patients and “important people” (POTUS for example) would consider taking all 7 injections if it meant never having the flu ever again.

It stops the stock market slide. Which is more valuable than political talking points. Eventually these bankers are going to start doing some math and see that with 0% interest rates and unlimited firepower on Treasuries, there’s going to be massive pent up demand after this medical crisis is solved. Money will be lent to everyone, including airlines and leisure companies because there’s simply no where else to put their money. Inflation be damned. Market is always looking 6+ months ahead. And the moment bankers see a light at the end of the tunnel, this thing is going to take off like a rocket ship.

About friggin’ time...

I’m betting on a V-shaped recovery. Reasons:

1. There’s so much friggin stimulus coming that something big will happen. The (U.S.) Fed is buying trillions of anything resembling bonds at the moment. Treasuries, commercial paper, muni’s. And doing a trillion PER DAY in the repo market. Plus $2+ trillion coming from Congress, which includes checks directly to consumers and also up to $4 trillion more in direct lending to small businesses with forgivable loans. Not to mention interest rates at 0% and gas prices at $1.50/gal. The financial sector is healthy. Big tech companies are still sitting on a few trillion in cash.

2. Everyone has cabin fever and missed their spring breaks and perhaps summer vacations. Prices on travel and leisure are at an all time low. A weeklong trip to Hawaii for a family of 5 is down to like $1500.

3. At some point (I believe in days/weeks) there will be a medical breakthrough. Hydroxychloroquine+Azithro has had stunning results in South Korea, China, and France. Many US docs are already prescribing now. Even if this works only 40% of the time, that’s significant enough to flatten the curve and most importantly lower the death rate around the seasonal flu. Early anecdotal evidence suggests it’s been effective in 90%+ of cases.

4. I think by mid-April folks especially in the U.S. are gonna say enough is enough and break containment. The rest of the 80% of America isn’t willing to shutdown the entire economy for the 1% who face almost certain death from this disease. I know that’s crude and sounds cold-hearted, but Fox News is going to be very convincing that we should just resume our normal way of life and let the chips fall where they may. Election season starts in earnest in mid-Spring and Trump I believe will end the shutdowns and tell us to go back to living our lives. Biden will almost certainly do the same with a focus on rebuilding America. People can shut down for a week or two, anything longer than that and you face rebellion. School has been out since early March and the soccer moms here just want to go back to being normal. Expect a presidential candidate to jump out first with a “let’s get America back to work” strategy and end the shutdowns and maybe only recommend quarantines for the at-risk population.

Based on inventory levels at my area supermarkets, is MORE consumption really needed right now? I could see a mortgage/rent holiday for a month or two. Just don’t want folks going out buying a thousand dollars worth of toilet paper.

In the microbial world, the mildest strains will survive the longest. Ideally it would even become symbiotic to help fight antibiotic resistant bacteria.

Stevia tastes better and has no insulin response.

Could be catastrophic. Banks have lent out half a trillion to fracking companies who need oil to be at least $50 a barrel to be profitable. If those frackers go out of business, combined with COVID-19, combined with literally no ammo left (deficits sky high, rates already super low).... it’ll be 2008 all over again.

ETF with ticker symbol “USL”.

This. I bought at $1.56 and sold at $29 for an unbelievably awesome trade. Will pick up more anytime it dips below $30.

Hoping to clear up some FUD here:

1) This is the financial equivalent of taking a sledgehammer to squash a bug. Financial markets operate largely on confidence, and especially the rule that the Fed is the lender of last resort at their specified Fed Funds Rate (now 25 basis points lower as of Wednesday).

2) This isn’t $165b. It could be the same $75b used every day.

3) No, this isn’t a sign of a healthy market, but bond prices especially in Europe have gone bananas the past few months and we could be in the biggest bond bubble of our generation. This was evident in negative yields as also a very quick yield curve inversion in the U.S. for 2y10s.

4) I personally believe some banks were over levered as bond prices began to unwind this week and got caught with their pants down.

5) I think the Fed is using this sledgehammer approach to allow some banks to unwind and de-lever their bond positions safely and orderly over the next 2 weeks.

6) I said #5 about 11 years ago, but I believe “this time it’s different.”

Don’t hate the player, hate the game.

Adam swindled billions from SoftBank because SoftBank was running around with hundreds of billions of dollars (of oil money) burning a hole in their pockets. And this isn’t the only SV company that’s a Ponzi scheme with no path to profitability. Just one of the first and largest to get exposed. Couldn’t have happened to a nicer group of people...

Surely this is satire...right?

Spending billions of borrowed dollars on junky “original” content was the beginning of the end for Netflix.

SeekingAlpha.com

And that in itself is the reason why k8s is hype. Too many tools, too much of an “ecosystem”. Too complex. Linux suffers from these issues as well.

AWS will be around in 5 years. It has an established business model making billions of dollars per year.

K8s won’t be around in 5 years. It’s peaking towards the top of the hype cycle. If you’re wondering about cloud lock-in, then you don’t get the power of the cloud.

TLDR: Kubernetes is an anti-pattern.

TLDR: anti-virus programs can negatively affect server performance.

How long before Microsoft buys Docker?

For every developer that complains about a coding “quiz”, there are a dozen more candidates that have been weeded out by them.

You’d be surprised by the number of candidates who say they are “senior software engineer” or “10 years experience as a lead developer” who still can’t do FizzBuzz. Or the ones who can do it but takes them 100 lines of code.

I’ve also turned away candidates who didn’t want to do a simple coding test, but still wanted to work with us. Entitled people are just as damaging to a company as incompetent ones.