Monday, March 09, 2020 9:18:49 PM
Facts: At moment money has to go somewhere. With all the stocks crashed down and brent under 35$, investors need something to invest in.
At moment WHO said we are facing a pandmic disease. This means that vaccine will follow a fast-lane and it isnt important.
I have great respect for shorters. I'm not so brave to short a stock like this. We had a 70% upside in last days. Shorters need to cover, I don't. Their gain is limited, infact if a stock were ti perform +10 + 10 + 10 their loss will be 33%; if a stock will do -10 -10 -10 their gain will be 28,1% plus the stock rent.
I'm not brave enough to risk a short on a stock like this. If panic will grow, WhiteHouse could invest 20 billions too for a vaccine development. In that moment who cares about the vaccine. We are doing money on the fear, not on the vaccine.
What the shorters didn't understand is that that the italy's health system is crashed down. They closed Universities, Schools of every grade, suspended soccer league and any other sport or culture activity. This means that the disease is dangerous and infectious.
In the U.S.A., economical and political institutions are hiding the problem. At moment! They aren't performing Pharingeal Swabs and this means that we dont know how many and who are infectious subjects. Should be full of infected not symptoatic people around the country who are infecting other people in a huge, fast excalation. All these people are spreading the disease very fast and in 10 days since now we will see the explosion of cases. They will close U.S.A., too! In Italy health cares are for all, without any expense. In USA many people will remain without cares. In 10 days since now, the case will be 20.000 and deaths will be 1000. Panic will grow up. Governement will not need a vaccine. The government will need something to sell to people. There will be huge investments for vaccines. Huge, as u never think about. We should arrive at 100 billion too. This is a war. Who doesnt understand, will do.
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