I feel gross looking at my 401k. Everything in there is a bet on the continuation of the world that led here, and that world is unjust in the extreme and needs to go. And right now I think we're on the razor's edge fo something wonderful happening. I know a few people participating in rent strikes here in NYC. Maybe this is the week where a decade happens.

How do we know this isn't a great flippening event? It will take the West years to recover - we haven't even started. East Asia is up and running.

We only started forcing (politely) people to self isolate. That's right, in NYC there are still crowds, and cops aren't able to keep people apart. Polite communitarianism.

I would love to see you take this and short the SP500, really put your money where your mouth is. Value is relative, and relative to the rest of the world the US is going to fare quite well. So good luck to you!

Could have said the same about Rome at some point.