Wednesday, May 13, 2020

Diamonds in the rough . . . or canvas

Wisconsin is doing just fine yet I see people complaining that it's not as bad as everyone thought . . . that is because what Ever's is doing is working The parachute is slowing down the descent to the ground.  Let's not take the parachute off until we actually make it to the ground right? 


The BIG question is America has about 16 weeks until the BIG wave of Covid19 appears.  Like all global pandemics it comes in waves and the second wave is much bigger because people falsely believe the first one was "not so bad". 



 SO - as I said - we have 16 weeks to prepare.  We all know Trump waited 8 weeks to do ANYTHING for the first wave and when he did he said it's not HIS problem, it's theStates problem.  . . . what is his plan for the BIG wave.  Has anybody heard ANYTHING?  

Has he ramped up producing PPEs (no).  Has he done anything to coordinate a National response for testing? I'm not talking the clinical test that take 5 days that we have now but the on the street tests like all the other first world countries.  (no).  

He spent ALL DAY yesterday watching TV and tweeting. No meetings, just watching TV and tweeting every 20 or 30 minutes about how Obama did nothing.  Well . . . . . what the hell is he doing?   Oh yea tweeting about how Joe Scarborough should be arrested for murder.      

The head of the GOP spent all day obsessing over anything NOT Pandemic. 

“When will they open a Cold Case on the Psycho Joe Scarborough matter in Florida. Did he get away with murder? Some people think so. Why did he leave Congress so quietly and quickly? Isn’t it obvious? What’s happening now? A total nut job!”

That is how the head of the Republican Party is dealing with Global Pandemic and getting Americans ready fo the big wave.  Yea - we are in great hands. 

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Meanwhile craft stores are doing GREAT!  

DJ started a new hobby/obsession - diamond painting 


It's like paint by numbers on steroids 


 She takes a little pen-like deal with wax on the tip and places each tiny diamond-like piece in it's appropriate place.   

The one she is working on now has about 38,000 pieces.  Here is the problem.  90% of the canvase are sold out.  

Not unlike Joanne fabrics with sold out cloth.   Up next?  Flour.  Flour is being purchased at a rate of 2000% above average and there are flour shortages as people have rediscovered their kitchings.   

With so many Twitter, Facebook and social media post about making bread and anything else people are not "hoarding" but just making a LOT of bakery.  

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I took this image a couple years ago near Rio.  



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One of the apps I like to look at is Yahoo Finance.  That have a whole bunch of watchlists so each day I can see what group is winning and what group is losing.  

Today the winning group are  
1. Fight against covid19 (Pfizer, Johnson and Johnson BioNTech and so forth)
2.China Internet (JDcom, NetEase, Baidu . . .)
3.Online Gaming (Electronic Arts, NetNease, Take Two (2K sports** more on this below)
4 Crowded Hedge Funds

The biggest losers groups
1. Frack Attack 
2. Berkshire Hathaway Portfolio
3. Rising Interest Rates
4. Buyback Leaders    

**  Take Two . . also called 2K Sports. Big announcement coming later today or tomorrow.   The Golf Club, the best virtual golfing simulation was purchased by Take Two and a new better(??) game is going to be announced with "The Golf Club" name being totally erased. 

Many of us that have been around since the almost beginning are viewing this with trepidation as we have seen what 2k Sports can do to a game.  Will it go back to being a arcade game like Tiger Woods?    We all saw what happened to the AMAZING August course that was deleted from the over 200,000 user created courses.   We wait. 

this is all we know so far 




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UPLOAD - we are on episode 5 and just taking our time to enjoy each episode.  LOVE the show.



Currently I'm on Season 3 of Black Sails,  Season 2 of Outlander and just started The Last Kingdom which seems like a keeper.  Vikings another show on . . .vikings is a LOT grittier and 100 years before The Last Kingdom.  

Vikings are as fascinating as pirates. Vikings are like pirates 1000 years earlier.  


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