
yzerman19
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Everything posted by yzerman19
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Wait until the real estate echo...lots of boomers going to get wiped out financially. Last month $1M in 401k and $1M in home equity all up CA, Seattle, New England, NY, mid Atlantic....about to be $500k in 401k and an upside down house...
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More dreams are dying than people.
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This is why I wanted to close the markets yesterday. Wealth is evaporating, and even those who have significant assets are not buying. If anything they’re betting both ways. We haven’t seen the ripple effect yet, which will be massive.
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I see this thread now closing...that topics too hot for me to touch
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This where $hit gets real...broke leads to desperation...desperation leads to bad stuff. Powder keg is an understatement.
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Just wait until a major layoff gets announced or a company’s payroll doesn’t execute...
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48 hours. Cool down the vol. we suspended trading after 9/11
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Shut down the damn markets
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Which works 50% of the time, all the time
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there is very little profiteering going on here “in the states”...it just makes headlines when people do it.
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What show?
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Video games and snow plow parenting. If kids are bored, they go outside. BMI as obesity measure remains stupid however. I love the 5’7 130lb Asian man who only comprehends 6’1 230 not 18 inch neck.
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Monsanto...they are to blame for everything
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There you go being all level- headed and reasonable. Don’t you know this is the internet?
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Ha! Both! LOL
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I think he missed a comma. Italy has a much smaller, older population.
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Consumerism and credit was bound to hammer us at some point.
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Hoping it’s half that time, but your point remains. Wish I could say most people can ride that out, but I know most cant. Might be a hard lesson for many about driving new trucks and having a 60 inch TV and the latest iPhone.
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We’re all bored...and some of us are puck heads and healthcare heads too
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If you read my posts, you will see I’m not a panic button guy. You will also see that I’d like to see his data and narrative. The fact he has said this however peaks my attention more than others. In a major meeting, There are people in the leather chairs in the room, there are people on the phone, and there’s everybody else. If Andy isn’t in the room or on the phone, he is talking directly and personally to those who are. I wouldn’t be surprised if he is running the numbers before they go to the CDC.
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Andy Slavitt is a healthcare data and analytics expert. He is also a well respected businessman in the space.
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I was trying to make it politically agnostic- hence the quotes. He is an expert.
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I interacted with him Professionally when he was running Optum Insights. When it comes to big healthcare data- his methods and quant are basically gospel. i’d like to see what he’s seeing Along with his narrative to inform my position. Opinions and action Steps from that data will vary, but I put a lot of credence in what he says.
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This “Obama guy” is not a politician. He isn’t a talking head either. I have personally interacted with him in business. In the circles I run in, his opinion matters. He’s not always right, but when he speaks I make sure I hear what he’s saying.
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So- Andy is usually one of the smartest people in the room. I’m curious if he’s seen anything or his people have seen anything in the last 36 hours that would alter this projection. one of the things I’m seeing is that CA models are extremely worried about it ripping through the homeless population unabated.