Puff Dragon Profile picture
Jun 21, 2020 15 tweets 3 min read Read on X
1/ Virus thoughts. Chart below shows tracking of positive cases. Note there is a weekly up/down cycle likely due to less testing and work done on the weekend. There is a 1-2 day lag for results to filter through so looking at this, all dips are on weekend. Image
2/ Clearly, shutdowns had the anticipated affect of "flattening the curve". However, Memorial Day was a pivot when the public basically went YOLO and you started seeing mass gatherings, many people without masks
3/ Incubation is 4-14 days, but most are 10-14 down the road. Note that ~June 6 marked a low point, 12 days after Memorial Day. No doubt we are seeing the result of mass ignorance of the virus as cases tick up dramatically since then.
4/ I don't think we have seen results from all the rioting and protests yet but likely the exponential rise of cases picks up and becomes noticeable by early July as infections from this also take affect.
5/ It's been noted deaths remain low. This is to be expected as people don't die immediately upon being infected. It's another 1-2 weeks on top to start seeing this, so deaths from Memorial Day ought to start upticking end of June and become noticeable early July.
6/ Deaths from rioting/protests should become noticeable by mid July.This is the time frame of events I am looking at.
7/ Quite frankly, we are a nation of self entitled, arrogant, can't make me wear a mask, won't happen to me, I am better than others, people. I fully expect wave 2 to appear because of this.
8/ While I don't advocate economic shutdown, the complete throwing caution to the wind of the population, is a serious problem. Asian countries comply much better. We simply don't take it seriously.
9/ Even while shutdowns occurred, it wasn't really complete with many parts still open, many ignoring caution, etc. I have said it before, USA is a giant swimming pool and those that non-comply are still in it. Doesn't matter who pisses in the pool, it affects EVERYONE.
10/ So, this will be interesting to watch unfold over next few months. I am business traveling lightly again but not without taking an abundance of caution.
11/ And the whole mask issue is completely misunderstood. I agree, many of the masks do NOT work well. These are the basic cotton, handkerchief, wearing under the nose, etc. All useless material or action. However, proper material and use IS effective.
This is part of the problem because even a good mask not worn well is ineffective. N95 do work. I get tired of seeing all the comments about pore size being too large. It's not as simple as that. The electrostatic charge of these masks reduce the effective pore size significantly
13/ I can pull up science papers with actual filtration studies on particle size that show data. Virus do get trapped. In addition, much of the virus is also riding on liquid aerosol particles which won't make it through.
14/ Maybe they are not 100%, but masks between two people, proper material, worn properly, will significantly reduce the rate of transmission and that is the ultimate goal. You won't find me in public places without one or near someone that doesn't have it.
15/ I plan to reduce my odds of becoming a death statistic as much as possible.

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More from @PuffDragon11

Feb 24, 2022
1/ Despite this being the most "telegraphed" invasion over the last two weeks, I think market responses are different and given the last 2-3 days, I can potentially see why. The implications are global and longer term.
2/ The US response has been weak and practically non-existent. #1, this gave Putin the go-ahead having nothing to fear. #2, China is watching, I guarantee. If the US response to this is pathetic, you can bet, this gives them the go-ahead for full Taiwan and Hong Kong take over.
3/ Sadly, this has the possibility of triggering something major, yes like WW3 in a cascading affect. God help us....
Read 4 tweets
Feb 23, 2022
2/ In Sept/Oct 2020, the market created an ABC corrective and then took off on a tear. Top of that white candle off the low is 3272. WE NEVER filled that gap. Coincidence?
3/ Still playing with numbers...but Timing analysis puts ~Mar 11 as the low, ~3274 if it plays out. In a waterfall decline, the worst comes at the end as the drop slowly accelerates. The boiling frog comes to mind.
4/ Vix is rather tame so far given what has transpired over last few days. NO PANIC relative to what we saw going into Jan 24.
Read 4 tweets
Nov 22, 2021
1/ You get the MMR (measles, mumps, rubella vaccine) at 9-15 months and a booster at 4-6 years. You know how long that lasts? Forever. Covid vaccine doesn't even last 6 months and you already need a 3rd shot as a booster. The truth is right in front of you.
2/ Other vaccines took many, many, many years of clinical trials before being approved. Covid? Less than 6 months for FDA approval. Truth is again right in front of you. There was NEVER any long term testing done and it still does not exist. The mass public is the clinical trial
3/ MMR works on attenuated virus (whole but incapacitated) to stimulate your natural immunity, and produces memory T and B cells so you are protected - we covered this - forever. mRNA is not = virus and doesn't even last 6 months. No memory T and B cells.
Read 7 tweets
Jun 8, 2021
1/ Can't help to see how eerily similar the set up is. June 7-9-11 is Major window. Does the centerpoint on 9th finally break? STILL have not closed above May 10 high.
2/ I am not seeing strength here. Potential ending fractal where there is a rally in green and red corrective. However, each "break" results in a substantially weaker rally. The B wave top of each red for first 2 were both gap and crap. Out of room on the last one.
3/ $AAPL Seeing trouble. That's a valid 3 wave corrective bear flag on the right and on falling volume. Possible HS also with falling volume targets 103 on the break. Major market general here could help take down the market.
Read 9 tweets
Jun 6, 2021
1/ Chart study from Dragon's Den. Chart posted below on May 28 with current inset on top. So far so good. Another major time zone 6-7 to 6-9/11. Goods odds of drop to black channel ~4140 starting Monday.
2/ Lower black channel is super important so watch carefully. Break that and a slight alternate to above says we're done just in case.
3/ For now, let's assume black channel holds. The fractal pattern posted last week is also holding and that means time for another one of those green zigzags down.
Read 11 tweets
May 1, 2021
1/ Chart study from the Dragon's Den. Bank index first. $BKX
2/ Weekly. Major RSI spikes catch significant highs and lows leading to pauses or more likely, reversal. Large ABC pattern looks complete. B wave classic flat. Image
3/ $BKX ABC-X-ABC zigzag since Oct is pretty clean. B waves channel perfectly for textbook structure. Not much more to go. Image
Read 23 tweets

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