[Ipg-smz] Prognostication

[M. Fioretti]

On Sat, May 09, 2020 15:29:17 PM -0400, Tom Henderson via Ipg-smz wrote:
> Fellow Guilders,
> 
> I looked into the crystal ball.
> 
> If one believes the success of the EU (DE, FR, IT) approach to the pandemic,
> then buy EU stocks, and those of Singapore, S Korea, and Taiwan.

more than approach to the pandemic as such, what we should all search
for in the crystal ball is wether the EU (DE, FR, IT..) approach to a
sociopolitical crisis that was due anyway and COVID19 only
**anticipated** and (maybe) increased, NOT created, will be
successful. Same for every other country, I guess.

> Places that depend on tourism or tourism supply chain will become
> moderately starved until next year.

10000% true here.

> Buy tires; the potholes will become like Dresden After The Bombing.

and this in a moment when as many people as possible will try go back
from transit to private car, for fear of infection. Or maybe not, as
street construction/ maintenance are are much, much easier to do
safely with the virus than, say, running a restaurant, or anything
indoor for that matter.

Marco
-- 

M. Fioretti http://mfioretti.com                   http://stop.zona-m.net

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