But still, we know MSM won’t let this go for a couple years, until they have another impeachment, or collusion, or a worse virus or flu on the table.

Are we entering a Spanish Flu recession? 

The real estate market is looking at this as a flu (even though we know it's a really bad one) that will be over with relativley soon like every year.

Our market is still hot and busy, people see past a few weeks of CV flu season.

It pays a 6.19% dividend and is an energy company with little levered debt.Then I'm going to have nightmares about Franz Ferdinand, a flu like illness and Bernie Sanders stealing from me.

So yes, I would maintain a strategic cash reserve, but I don't think you will see any credit freezes, if anything the opposite.Remember, we don't have to beat the CV or stay at home until it's disapeared, we only have to allow for medical capacity to get caught up - flatten the curve.Next flu season (winter) Covid19 will probably come back, just like influenca does every year and kills up to 50k Americans, and it does not make the news, it's normal.

This is really not like a bad flu.

I'm trying to predict how this will play out if we get past the amicable stage in an environment of this flu thingie.

We do need to be mindful and I believe that the elderly and immune compromised need to be isolated but not the young and healthy who respond in a similar fashion to the common flu.

Scott Gottlieb, former head of the FDA, to companies in the NYSE.US will soon have massive testing capacityConfirmed cases will grow exponentially now that testing is finally getting rolled outDon't be surprised to see 1000 confirmed cases in a dayBy the end of April to early May, it will start to plateau (depending on containment behaviors that we are currently living)Schools will be closed for this school yearThe summer heat in the northern hemisphere will help to contain the spread, although it will continue to existEvery reason to believe that the southern hemisphere will experience rapid spread as the weather cools (expect continued travel restrictions)The risk posture will improve in the Fall with the following:Point of care diagnostic (local swab testing everywhere - will allow early detection)Therapeutic antiviral drugs will be available (not a vaccine)Monthly injections of an antibody will be available (not sure what this is), particularly for medical workers and members of nursing homesThe testing capabilities that are getting put in place will provide a massive surveillance system to provide early detection until a vaccine is in placeAll of this will make the virus more manageable until we have a vaccineThe virus is very contagious (more than the flu)10x more deadly than the fluEven without death, the hospitalization rate (15%) and critical care rate (5%) are extremely high (we don't have medical capacity without containment)Mortality rate:1% overall4% ages 60-7010% ages 70-8014% ages >801 in 250 to 1 in 550 for some his age (47) - said "that's enormous"He recommended that his parents stay home for a couple of monthsHe also felt that masks should be produced and mandatedThese bullets are subject to my note taking and I am certainly not qualified in this area.