Tag Archives: COVID


OCTOBER 21, 2020 – I thought everyone would find the following information of interest.  It is from Mike Taylor in an interview with HedgeEye:

“First on COVID. Right now we have about 60,000 cases rolling in per day. That’s a lot better than I thought. The states have done an incredible job with the lockdown. Last time we talked, I thought we were going to hit a new high in COVID infection rates and blow through 100,000 per day. And we didn’t. The states really got onto their job.

I generally view government officials as feckless twits. They actually took action. I really didn’t think they had it in them. That bought us some time.

In the next two weeks, we are going to see the first vaccine trial readout. The first one is from Pfizer and BioNTech. They’re working together. I think there’s an 80% chance that it’s going to be positive and we’re going to have the first vaccine.

We have five vaccines that are going to readout between now and January. That’s Pfizer (PFE), Moderna (MRNA), Novavax (NVAX), AstraZeneca (AZN) and Johnny John, Johnson & Johnson (JNJ).

I think Astra and Johnny John have troubled vaccines. They based them upon a vector called the adenovirus. That’s something that I worked a lot with 20 years ago. The human body doesn’t like it very much. The other ones are using an mRNA vector but they’re all using the same thing. They’re making proteins along the spiked protein on the CCP virus, that’s Chinese Communist Party-19 virus.

They are all likely going to work. They’re all very classical. There’s an antigen. Your body is attacking that antigen and making you immune from that antigen when the virus comes into your body. So you’ll likely have memory T cells. All the classical vaccination events.

There’s probably an 80% chance this reads out positive in the next two weeks. Three weeks after that, we likely have a read-out form Moderna and that will likely be positive too. The side effects on these vaccines are pretty nominal, mostly around injection site reactions and fever in about 20-30% of vaccinations.

I think the vaccinations are going to be very successful. And that’s actually going to change everything very quickly. We’ll be looking things getting back to much more normal here in the U.S. about a year after that. But as you know stocks will start to react immediately.”


As I am always having thoughts about something, I am thinking about posting one at the end of each post.  I shall see.

For anyone who might know Taylor Swift, please tell her that she will never know what it is like to be The Man.  She will never be The Man.  So, she can stop wondering what it would be like:)  I will never understand why someone worth well into the 9 figure range would have such pitiful jealousy about something she cannot be.  Oh well.  One thing is for sure…she will never, ever, ever, ever (heh heh) be The Mann! lol

Stay well and safe.

The Mann


MAY 31, 2020 – The following information comes from an article by NREI:

Some investors are looking to the Green Street CPPI for insights on pricing shifts. Green Street Advisors’ methodology is an appraisal-based index (versus closed sale transactions) that also is heavily weighted on institutional quality properties. Its CPPI for April reports a -9.4 percent decline across all property types, 133.5 down to 120.9. (100 on its index is equal to all property values in mid 2007.)

The biggest declines came on malls and strip retail, at -20 percent and -15 percent, respectively. Those sectors that held up better amid building COVID pressures were industrial, self-storage and healthcare with more modest declines of -5 percent. Green Street also acknowledges that exact numbers of value declines are “debatable” and difficult to calculate in a climate where pending deals have stalled or gone off the tracks all together.