No one can expect Macy's to do well in this environment. I think they are handling the crisis as well as could be expected. Probably better than most. $M

Good read.

Increasing profit margins by decreasing sales is not necessarily a good thing. I can make clothes from home and sell them for insane margins. Does that mean I’m going to be rich selling 10 shirts a month?

Things are going to get a lot worse before they get better. It's been a long time since the world saw a real global pandemic.

I'm starting to think there’s a better chance of gold being at 4000 by the end of the year... hope I’m wrong.

I agree on $GUT, even Mario sold shares recently. Your missing the whole story on $CLM $CRF though and valuation is reasonable given the assets if you buy right. $ROC is attractive to tax sensitive investors as well.

Agreed.

It is a scary thought. I don't think most people realize just how China is, nor how dependent our economy is on China.

Business/countries that can't figure out how to survive on their own don't deserve to be bailed out.

$AAPL has been treated as value company for years, time to break that.