Here's a blog post from February 6 by Greg Cochran, one of the people mentioned. Looks pretty good in retrospect https://westhunt.wordpress.com/2020/02/06/strat

Here's a blog post from February 6 by Greg Cochran, one of the people mentioned. Looks pretty good in retrospect https://westhunt.wordpress.com/2020/02/06/strategy-not-the-flu/ https://westhunt.wordpress.com/2020/02/06/strategy-not-the-f...