Meltdown 2020: these are the three data points that will speak volumes about whether US shale will survive or not, or if it survives, how it will do long term:
- Canadian dollar; threshold alarm? 66 cents on the US dollar;
- Oasis: whether it files for reorganization; see graphic at this post;
- CLR's activity in the Bakken
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For Collector's Only
Lego: ten years from now, this product will be retired, and going for 5x what it is selling for today. If one can find the set in an unopened box:
Old Trafford -- Manchester United.
Chinese Pandas: the one-ounce silver coins.
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"Lock-Down Losers"
Surgeons and anesthesiologts: taking huge income hits, particularly orthopedic surgeons. All/most/much elective surgery is being postponed during lockdown. Orthopedic surgeons:
- mostly elective surgery: knee, hip replacements; entirely elective
- sports injuries: sports canceled
- automobile accidents: no one is driving
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"Lock-Down Winners"
Makers of mini-vans: going forward, it might take awhile to see the data, but we're going to see a lot more delivery vans going forward.
The lock-down likely changed America's shopping habits for good. And that's going to result in a lot of minivans. Note: minivans (aka trucks): not subject to CAFE standards, as far as I know.
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The Apple Page
Doing very well, thank you for asking.
Link here.
By the way, China vs US with regard to Wuhan flu, it may be counter-intuitive, but China has the upper hand with regard to the economy. I'm not making a value judgment (good or bad), it's just an observation.
