#41 - Softbank's Coronavalley and Trumps 120 Tweets

  
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In today’s episode of Reformed Millennials, they guys recap the week in the news. As we eclipse the 2-month duration of the pandemic, the news has not slowed down. The topics range from Jay Powel’s interview on 60 minutes to Trump’s 120 tweets per day down to the most important tech trends stemming from the Softbank annual performance report andBen Evans weekly newsletter.


https://www.ben-evans.com/benedictevans/2020/5/4/covid-and-cascading-collapses

Trump has gone fully into blaming Obama to scar Joe Biden. #Obamagate

When asked what it is: He failed to make any sense at all. Like always.

Trump has also done more work saving the energy industry than the whole 30 million dollar Alberta Energy Taskforce…

Links that don’t suck:

Value looks cheap on a relative basis, but doesn’t scream totally cheap on an absolute basis.

By Wesley Gray

What’s the bull case here for stocks? 

By Daniel McMurtrie

The real difference between value and growth investors lies not in whether they care about value, but where they believe the investing payoff is greater

By Aswath Damodaran 

People suffering from sudden, unexpected catastrophe are likely to adopt views they previously thought unthinkable.

By Morgan Housel

It’s a crisis and we’re all just trying our best

By Myles Udland

What if we get a Covid-19 vaccine and half the country refuses to take it?

By Kevin Roose

Onward to Greatness

By Dasarte Yarnway

If you bought the Dow on a random day, what is the probability of being down 10% in the future?  What about being down 20%?  What about 30%?

By Nick Maggiulli

Young Bulls and Old Bears

Latest Thing to Vanish From Store Shelves: The Golf Pushcart

Hiking to the Bottom of the Grand Canyon Is the Trip of a Lifetime

Free Porsche Museum entry and virtual tours on Instagram - Ferdinand

An Inflection Point For Both Stocks And Bonds

10 Good Movies You Can Stream Right Now