The health problem is no problem
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Capitalism is very good at solving problems and the health problem is going to be solved fast.
I know it's difficult to be optimistic but I am very optimistic on the health front. Unless we weight 2020 deaths more than in the previous years we don't have a huge problem. The number of deaths this year is barely above previous years. Only 1/3 of people that die with Coronavirus die because of Coronavirus. Having said this I am not so positive on the economy front. The State /the Government is going to meddle in everything and that is a negative every time no exceptions. There is a Bullmarket of fear and a Bullmarket of Government and that is not good at all. I have a strategy for investment in this new world.
I believe we should invest in who doesn't need help and ignore the people who are getting help. The people who are getting Government help will be damaged for a long time. I don't see a V for the economy.I don't see a V in the stock market.
Stay safe , help the non tech people that can not work remotely and help the people who have serious health problems and can't go to a hospital because of Coronavirus.
LAST YEAR 13,000 people died of respiratory problems in Portugal
we have less than 500 deaths with Coronavirus ( only 1/3 died of Coronavirus the rest died with different conditions)
Last year we did not have a journalist reporting any death, it was normal. This year we have news services dedicated to the number of people that have died in each region in each city everyday etc... He have health specialists that started saying that there was no danger, no chance of transmission by air etc... and now they pivot to close everything, masks etc...
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