tag:blogger.com,1999:blog-6616959642391988608.post1795666276332629744..comments2024-03-18T13:22:06.536-07:00Comments on Calafia Beach Pundit: The housing market is alive and wellScott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger35125tag:blogger.com,1999:blog-6616959642391988608.post-28048256438264163812020-07-06T13:06:35.434-07:002020-07-06T13:06:35.434-07:00It will be interesting to see if July economic ind...It will be interesting to see if July economic indicators fall again with the spike in cases recently. I've seen some restaurants in our neighborhood close for several weeks due to employees testing positive. Also, a good friend's 20 year old daughter had Covid in May with loss of taste and smell. Minor symptoms you'd say, but her sense of taste is still not back after 30 days andFredhttps://www.blogger.com/profile/16903149440854167071noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-63280901473214925542020-07-06T12:05:03.210-07:002020-07-06T12:05:03.210-07:00States partly re-closing is new but old news. I&#...States partly re-closing is new but old news. I'd think that would matter negatively but it has not so far. Markets are saying the re-closings are a non issue so far. I'd of thought with the re-closings we'd have a covid II VIX spike but no, I've been wrong. Or is there a big second stimulus package coming? Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-91815698604989634972020-07-06T11:57:08.826-07:002020-07-06T11:57:08.826-07:00Texas ICU beds are 68% full, according to CDC, as ...Texas ICU beds are 68% full, according to CDC, as of Friday. That is from ALL patients, not just COVID.<br />Presumably, gunshot wounds occupy a bigger percent in the bigger urban areas.<br /><br />Head of the Texas state health agency recently said It is common for ICU's to remain at least 85% full at busy hospitals, and Texas can easily bring on more ICU capacity in big cities, as needed.Johnny Bee Dawghttps://www.blogger.com/profile/06836875640973245734noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-13166561301444356042020-07-06T08:54:42.316-07:002020-07-06T08:54:42.316-07:00The % of patients "with covid" (we don&#...The % of patients "with covid" (we don't know if they are there due to covid) in the ICUs in the big cities in Texas are closer to 40% and capacity is almost full. Death rates are still low in Texas and here in Atlanta. Meanwhile, the cops aren't responding to multiple shootings because they know they are likely to be indicted and beautiful children are dying. Where are the Fredhttps://www.blogger.com/profile/16903149440854167071noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-69733920389050720322020-07-06T07:38:37.475-07:002020-07-06T07:38:37.475-07:00Hospital cases are far less deadly than before. D...Hospital cases are far less deadly than before. Deaths are down 84% from the April peak.<br />And hospitals are FINALLY back open for their normal business.<br />Regular procedures are back. Hospitals are busy because of THAT...not because of COVID cases.<br /><br />Despite the media Panic Porn over "new cases", according to CDC: thru Friday, July 3, only 6% of America's hospital Johnny Bee Dawghttps://www.blogger.com/profile/06836875640973245734noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-81249925453069280692020-07-03T10:10:10.522-07:002020-07-03T10:10:10.522-07:00Good read. Great tips!Good read. Great tips!derickhttps://www.blogger.com/profile/14500230520335286935noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-11344121656830552892020-07-02T11:45:32.572-07:002020-07-02T11:45:32.572-07:00M.D. Anderson Cancer Hospital is also taking overf...M.D. Anderson Cancer Hospital is also taking overflow patients from other hospitals. I have two nieces in the university that now have Covid, and many of their friends. Young people taking little precaution. It's probably inevitable anyway unless we get a vaccine. I'd bet Fred's prognostication is going to be right.randyhttps://www.blogger.com/profile/16368254229927808998noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-61209960377406252632020-07-02T08:36:12.913-07:002020-07-02T08:36:12.913-07:00My daughter works at Texas Children's Hospital...My daughter works at Texas Children's Hospital in Houston. They are taking adult non-covid patients due to lack of beds elsewhere. She is getting emails from administrators that ICU bed shortage is a real problem in Houston and media panic is working to scare people. Florida also reported an increase in deaths today. I think new lockdowns are coming whether warranted or not. Fredhttps://www.blogger.com/profile/16903149440854167071noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-21589288875711192342020-07-02T07:54:59.923-07:002020-07-02T07:54:59.923-07:00Gubmint says payrolls up 4.8 million. Estimate wa...Gubmint says payrolls up 4.8 million. Estimate was 2.9 million.<br />13th straight week in a row of DECLINES in initial jobless claims.<br />Unemployment rate falls to 11.1%. That is already below some analyst forecasts for 2022.<br /><br />All-time record high number of new Black and Latino jobs increases in June.<br />Previous all-time record in US history was May.<br />Almost 900,000 for Johnny Bee Dawghttps://www.blogger.com/profile/06836875640973245734noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-45047388814690887042020-07-02T06:40:28.186-07:002020-07-02T06:40:28.186-07:00Looks like Scott did accurately call the equity bo...Looks like Scott did accurately call the equity bottom. Might pull back but probably not below last bottom. Headline Covid stuff horrible especially states re-closing but market not reacting negatively at the moment. Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-17703917342643349442020-07-01T18:01:07.928-07:002020-07-01T18:01:07.928-07:00Best quarterly Dow performance since 1987.
Best qu...Best quarterly Dow performance since 1987.<br />Best quarterly S&P performance since 1998.<br />Best quarterly NASDAQ performance since 1999.<br /><br />Best quarterly performance for me, ever in my 3 decade+ career.<br /><br />The market is seeing through all this virus and mask and Marxism BS, and knows America will get on with it.<br />Also knows the "BIDEN IS WINNING!!" mantra Johnny Bee Dawghttps://www.blogger.com/profile/06836875640973245734noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-58437361964416789602020-07-01T11:29:11.313-07:002020-07-01T11:29:11.313-07:00With regard to the plummeting death rates, I belie...With regard to the plummeting death rates, I believe the media's response is "just wait two weeks" (or 30 days if that doesn't work). Fredhttps://www.blogger.com/profile/16903149440854167071noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-89936237422099954032020-07-01T02:28:08.038-07:002020-07-01T02:28:08.038-07:00“Taken alone, the “number of cases” statistic is u...“Taken alone, the “number of cases” statistic is useful for little other than propaganda...<br />The meaningful statistic is the death rate, which is plummeting.”<br /><br /><br />No Correlation Between COVID Cases And Deaths; text and graphics at link...<br /><br />https://realclimatescience.com/2020/06/no-correlation-between-covid-cases-and-deaths/<br />cbt696https://www.blogger.com/profile/02043139890135326675noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-43868959863058185312020-06-30T17:29:44.578-07:002020-06-30T17:29:44.578-07:00
We had a choice, but we picked Fauci...better lu...<br /><br />We had a choice, but we picked Fauci...better luck next time.<br /><br />Sweden:<br />https://youtu.be/PFxfs5X126Mcbt696https://www.blogger.com/profile/02043139890135326675noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-64523376809773308162020-06-30T15:50:00.891-07:002020-06-30T15:50:00.891-07:00Sweden is down to zero deathsSweden is down to zero deathsJohnny Bee Dawghttps://www.blogger.com/profile/06836875640973245734noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-606972230597463472020-06-30T10:14:02.002-07:002020-06-30T10:14:02.002-07:00We didn’t mean to follow the Swedish ‘herd immunit...We didn’t mean to follow the Swedish ‘herd immunity’ model, but we ended up at the same point…<br /><br />https://361capital.com/wp-content/uploads/2020/06/29/5_Cases.jpg DownSouthhttps://www.blogger.com/profile/01060412190845404089noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-36919292271780986362020-06-30T06:35:36.387-07:002020-06-30T06:35:36.387-07:00“[T]he AAP strongly advocates that all policy cons...“[T]he AAP strongly advocates that all policy considerations for the coming school year should start with a goal of having students physically present in school.”<br /><br />American Academy of Pediatrics:<br />https://services.aap.org/en/pages/2019-novel-coronavirus-covid-19-infections/clinical-guidance/covid-19-planning-considerations-return-to-in-person-education-in-schools/cbt696https://www.blogger.com/profile/02043139890135326675noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-71854268432364756382020-06-30T02:28:05.417-07:002020-06-30T02:28:05.417-07:00“Supposedly [the renewed lockdown is] a response t...“Supposedly [the renewed lockdown is] a response to 27 states reporting big rises in new coronavirus cases.<br /><br />But those spikes have two main causes: One, more testing finds more infections. So cases are naturally “spiking”. Two, recent demonstrations, riots and other non-socially distanced activities led to an increase — with nary a peep from the Democratic “progressive” left, which cbt696https://www.blogger.com/profile/02043139890135326675noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-15666153435387296872020-06-29T10:37:45.457-07:002020-06-29T10:37:45.457-07:00I respect 2 bloggers. Scott and Calculated Risk.
...I respect 2 bloggers. Scott and Calculated Risk.<br /><br />Calculated Risk is pessimistic overall due to thining Covid is being mishandled and wants more government intervention.<br /><br />Scott optimistic that Covid is passed and priced in.<br /><br /><br />Seems we are at a turning point where there will either be a Covid II VIX spike in Scotts charts or maybe not.<br /><br />Today stocks areAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-69892358967739669702020-06-29T08:10:23.855-07:002020-06-29T08:10:23.855-07:00Tony Heller has been doing the Lord's Work for...Tony Heller has been doing the Lord's Work for years.<br />Always excellent fact-based vids.<br /><br />Johnny Bee Dawghttps://www.blogger.com/profile/06836875640973245734noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-39152806003419956772020-06-29T07:40:24.801-07:002020-06-29T07:40:24.801-07:00The links below might add some perspective to the ...The links below might add some perspective to the current avalanche of “cover my @ss” stories being pushed out by NYT, WaPo, Anthony Fauci and a host of other experts who have mishandled the Covid 19 epidemic:<br /><br />https://youtu.be/vqUwpqjG_jM<br /><br /><br />https://coronavirusbellcurve.com/<br /><br />cbt696https://www.blogger.com/profile/02043139890135326675noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-4286246386566319922020-06-28T11:59:53.484-07:002020-06-28T11:59:53.484-07:00Some of the states are doing partial lockdowns in ... Some of the states are doing partial lockdowns in response to growing hospitalizations. I agree we're not seeing a spike in deaths and hopefully won't, but if people start holding back again with the economy whether forced to or not by their governments, I don't see how any of the good arguments made here will matter. As Scott has said many times over the years, it all comes downFredhttps://www.blogger.com/profile/16903149440854167071noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-13060837508324892832020-06-26T04:15:54.896-07:002020-06-26T04:15:54.896-07:00Here’s The Good COVID-19 News That’s Being Buried ...Here’s The Good COVID-19 News That’s Being Buried By The Press<br /><br />“Once again, the U.S. is undergoing a media-driven COVID-19 scare after a “spike” in infections. But as we noted earlier this week, the number of cases depends on the amount of testing. The key gauge to watch is deaths. They’ve been falling since April, and there’s strong reason to believe they’re lower than the official cbt696https://www.blogger.com/profile/02043139890135326675noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-68052902717533546632020-06-26T03:46:11.387-07:002020-06-26T03:46:11.387-07:00“We are seeing desperate attempts by politicians, ...“We are seeing desperate attempts by politicians, public health officials, and media commentators somehow to make sense of why the United States pursued the course it did with the closures, stay-home orders, travel bans, and near-universal quarantine, in violation of every principle that America has celebrated in its civic culture. <br /><br />With the evidence coming in that the lockdowns were cbt696https://www.blogger.com/profile/02043139890135326675noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-35850544954421520352020-06-25T09:15:47.006-07:002020-06-25T09:15:47.006-07:00Ivor Cummins on Twitter: "Does Lockdown give ...Ivor Cummins on Twitter: "Does Lockdown give a great bang for the buck? Or is #coronavirus seasonal by nature, with its own dynamics? Find out in 2 minutes flat... 😉 #HopeSimpson #Covid19 https://t.co/zPbybjAkEO" / Twitter<br /><br />https://mobile.twitter.com/fatemperor/status/1275841060204396551<br />cbt696https://www.blogger.com/profile/02043139890135326675noreply@blogger.com