Relevant and even prescient commentary on news, politics and the economy.

The Wide Open Origin Question Regarding SAR-Cov-2

The Wide Open Origin Question Regarding SAR-Cov-2 More than a century later, we still do not  know the origin of the Spanish flu, with at least three currently scientifically supported origins out there: North America (possibly Kansas), China, and British soldiers in France. This will not be resolved.  I suspect that this may become the […]

We Need a Shadow Government

We Need a Shadow Government Republican rule in the US is a horror show.  We get incoherent ramblings from our president on injecting bleach into our veins, calls for the states to file for bankruptcy from the Senate majority leader, a veto of modest IMF support for developing countries hammered financially by the virus, and […]

Weekly Indicators for April 19 – 23 at Seeking Alpha

by New Deal democrat Weekly Indicators for April 19 – 23 at Seeking Alpha My Weekly Indicators post is up at Seeking Alpha. The coincident and short term leading indicators, as expected, continue to be awful — probably the worst since the Great Depression. Whether this downturn can be turned off relatively quickly, or whether […]

Heads up for tomorrow!

Heads up for tomorrow! Tomorrow morning I have a very long post quoting about 20 medical articles at length, explaining (what we think we know so far about) the whole biochemistry of how the novel coronavirus attacks the body. By the time you finish reading it, you will understand a lot about why the disease […]

Does recovering from Covid 19 cause immunity to new infection by Sars Cov2 ?

The WHO warns that it is not proven that we acquire immunity to Sars Cov2. If we don’t we are pretty much doomed. However, I don’t see how people could recover without developing immunity or develope immunity without memory with human immune systems. Here, as often, the burden of proof is placed on the optimistic […]

Real options and social distancing

I missed this when it first came out: We think that the debate regarding extreme social distancing has a clear verdict — it is imperative that we should engage in this social distancing (shelter in place for all but essential workers) at least for the foreseeable short-term, but for reasons that both sides have missed. Our […]

Quick take on the Payroll Protection Program and Health Care Enhancement Act

The House yesterday approved the Payroll Protection Program and Health Care Enhancement Act.  The PPP part of the law quite literally just increases the amount of money allocated to the program.  That’s it.  The law does almost nothing to fix the serious defects of the program in the original CARES act.  This is remarkable because […]