Mr Covid Market

  • Mr Market: Famous investor Benjamin Graham created the term “Mr Market” to describe irrationality and collective groupthink of the stock market. Followers of Graham, such as Warren Buffet, have emphasized the value (read: “data/fact”) based investing decision approach instead of stock price movements (read: “indicator of collective group think”).
  • What do we believe the future will be like: Nick Boström’s essay Future of Humanity that was compressed by Peter Thiel into one illustration in his book Zero to One and can be seen for example in this blog: extinction, plateau, takeoff, recurrent collapse?
  • Overton Window: Public debate has had the extreme opinions from strict suppressing to herd immunity described nicely by Overton Window.
  • If you get Covid-19 infection today, you get symptoms probably next week and go to lab results, might end up in hospital two weeks later etc. You could call this diagnosis lag.

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Tapio Pitkäranta

Tapio Pitkäranta

Around 20 years of experience in fields of data & AI & technology & healthcare