COVID update: vaccine apartheid + the mRNA stocks are better than the shots

  • Vaccine coercion is having some effect on the economy as Southwest Airlines and many other companies are going out of their way to create a labour shortage problem with mandatory vaccination.  I don’t know if the vaccine apartheid madness will turn into a world-changing issue but it could have consequences for the political stability of the Western world, trust in doctors, and demand for pharma products.
  • Most people have such a low risk of dying from COVID that the risk of death shouldn’t matter.  Instead, their main concern should be disability from COVID or the vaccine.  Yes, disability is a side effect of the COVID vaccines.
  • Biontech (BNTX) looks undervalued because at least 2 booster shots every year looks like the new normal.  Their product may be terrible for your health but the stock may be wonderful for your wealth.
  • Most of humanity will catch the coronavirus but probably only 5-20% of the population in developed countries will test positive every year.

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