Coronavirus

[JD]

Here in the States I’m just reading tea leaves.

We are still locked down in NY, but many other states haven’t followed as closely. If other states don’t follow close then a national lockdown won’t happen.

The peak shouldn’t be much further away here. Anywhere between 10 and 20 days sounds right. A buddy from work just lost his uncle, another buddy lost his cousin...so I really don’t know what this whole thing is.

Is it the end of the world? No, not at all. It’s a virus our bodies don’t know what to do with - right now. My cousins wife and my other cousins daughter are in the covid unit of the hospital not far from me...they say it’ll be bad at it’s peak, but right now it’s manageable. Is this thing a flu or a bad cold? No, not at all. It’s a ton more transmittable, which is the biggest issue. The virus lives a long time without a host.

Figure we run the similar trajectory of China overall which puts us at 3 months from major measures - thats where the NBA is looking, and I buy that.