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No. of Recommendations: 4
I thought last weekend, we are finding bottom and can start nibbling, but I am reassessing my views. I am leaning towards just raising cash and waiting it out. It is not clear where is the bottom and I am losing confidence in this administration, most likely administration missteps and large number of folks not understanding the importance of prevention, all of this going to result in a major outbreak and by the time we get a handle on this, it is going to be a much bigger problem and economic and human toll is going to be bigger. I wish I could be wrong, but that is much current view.

So preserve cash, and opportunities will present for us.
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