Category Archives: Uncategorized

Were the Lockdowns Necessary? And a Few Other Trivial Things

I’ll get to the above question – which has the nation boiling – at the end, but first a bit of levity, a look at what the latest data is saying about my Alien Fish, and an introduction to a … Continue reading

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In Search of Alien Fish

      “The truth is out there” is the tag line of the The X Files.  It had a dual meaning 1) The truth exists independently of our knowledge of it, but it is “out there,” waiting to be discovered and … Continue reading

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Updated Numbers and Extraordinary Data

(I probably should have said this a few posts ago, but I am happy to hear from anyone who has corroborating or contradictory information, as long as the discourse is civil.) In trying to further our understanding of COVID-19 and … Continue reading

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Riddle Me This

Though the coronavirus panic is no joke, over the last few days I’ve felt a little like Batman trying to solve one of the Riddler’s nefarious puzzles.  Since Monday (3/23), as confirmed cases [1] and deaths have continued to increase, … Continue reading

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How Did We Get Here and Where Will We Go

Words of Wisdom?       I don’t have a PhD or a Nobel Prize, but Michael Levitt does, and he correctly predicted the course of the infection in S. Korea.  Read his opinion about the future of the pandemic in the … Continue reading

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Old Forgotten Farr

     Poor old Farr, long gone and damn near forgotten.      If you read my previous blog post[1] , you read about Farr’s Law of Epidemics, which says that epidemics tend to rise and fall in a roughly symmetrical pattern … Continue reading

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Thoughts on the Wuhan

     I’m not an infectious disease specialist (but I certainly know a great deal more than I did two weeks ago!), so take the following thoughts as those of a recently informed non-medical person who is a battle-scarred veteran of … Continue reading

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The Corona Quake

Thoughts on COVID-19: As with any “black swan” event (a surprise that has a major effect on the market), one of the most important things to remember is that if you own a diversified portfolio of stocks, you only lose … Continue reading

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This Time It Probably IS Different

      It’s been said that the four most dangerous words for investors are “this time it’s different.”  If you’re not familiar with the saying, let me provide an example.  In 1999, with the S&P 500 selling at 29x earnings, the … Continue reading

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The Whites of Their Eyes

      When I was a pre-schooler . . .  Actually, let me start over.  When I was around five years old (there were no “pre-schools” in those days, and my mother didn’t believe in kindergarten, but somehow I managed to … Continue reading

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