herdimmunity
The Omicron COVID variant has proven to be a “good-news-bad-news” scenario. The good news is that it has proven to be relatively mild, much less likely than previous strains to seriously or kill people who are fully vaccinated. [soros] Q3 2021 hedge fund letters, conferences and more The bad news is that it’s spreading at what ex-president Donald Trump might describe as “warp speed.” In addition, the Omicron variant is very disproportionately infecting – and sometimes killing – Americans who are unvaccinated. But now, there’s finally some good news. Trump is now urging his ardently devoted fol...
ValueWalk
Consolidations are normal. Markets breathe in and breathe out. They zig and they zag. They rarely get as extended to the upside as they did in early September 2020, and now in July 2021. Q2 2021 hedge fund letters, conferences and more The Nasdaq 100 Index Leads The Nasdaq CompositeA current case in point is the Nasdaq 100 index, home to FAANG and other beloved tech heavyweights. Where the Nasdaq 100 goes, that’s where the Nasdaq Composite goes, due to the sheer size of the Apples and Googles that make up part of the FAANG acronym. The Relative Strength Index (RSI), which is very popular with ...
ValueWalk
Whitney Tilson’s email to investors discussing the two big conclusions about the coronavirus pandemic.Q3 2020 hedge fund letters, conferences and moreCoronavirus Pandemic: Two Big ConclusionsBelow I will show data to support two big conclusions about the coronavirus pandemic:1) The current wave of the pandemic is likely to be somewhat worse than what I estimated in my past three e-mails (on October 16, October 28, and November 6).2) What we're seeing across the country is consistent with what the herd immunity threshold theory would predict – namely, areas that were hardest hit earlier this ye...
ValueWalk
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