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Count Bobulescu

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About Count Bobulescu

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    ventworm

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  1. Just an FYI about the coming 2nd wave. EU had its highest number of new daily cases yesterday, over 100,000. France alone had 26,000. Adjusted for population that equals about 140,000 in the US. Previously, US highest daily number was around 70,000 (I believe).
  2. Now might be a good time to really test the efficacy of Hydroxy Chlor, and bleach, and any number of other possibilities.......
  3. The clothing optional resort in Paw Paw is open with reasonable pricing, and Wi-Fi. A friend told me. https://www.avalon-resort.com/
  4. Microstrategy says they might buy MORE Bitcoin........
  5. I had read that part of the motivation for UAE & Bahrain was access to updated US military equipment. You seem to be suggesting otherwise, Israeli tech only? That makes sense insofar as Israel does not appear to have conceded much else. I believe Israel only agreed to a postponement, not cancellation, of some settlement proposals. Can you clarify the US tech issue? Given that Anal Dump has been popular in Israel since day one, new properties in the region would be no surprise.
  6. Consensus seems to be that she was the "safest" choice. Hope this marks the passing of the torch to a younger generation. When she announced her run for Prez, I was Gung Ho for her. By the time she dropped out I had soured, because of her repeated vacillation on policy issues. It's believed she dropped out before any vote was cast, because she was unlikely to win in Ca, which was an early primary. That said, I'll take her any day over the other side.
  7. I definitely would not rely on Total, especially for imported wines. At a guess I'd say 80-90% of their import selection comes via one importer, Saranty. Certainly 100% of their winery direct selections on the three central shelves, plus some above and below. Seems like Saranty is a shell importer. You won't find much info about them online, save that they are affiliated with William Deutch & Co, the nice people who work so hard to bring you Yellow Tail.
  8. First up, I incorrectly attributed the 24/5 timeline to Black Box, it was in fact McKinsey. I was skimming a report on a report. T hat said you make a good point, maybe better than McKinsey, they don't seem to agree with you. They think CRE will recover quickly. See the 2nd exhibit Here .
  9. With the caveat that prediction (especially about the future) is difficult, one of the editors of the Rabo bank quarterly report on the wine industry, recently told a California audience they don't believe the on premise sector will recover to pre Covid levels before the end of 2022. That's the good news. Black Box Intelligence, which researches only the restaurant industry, has a time scale of 2024 to 2025+ depending on how the virus is contained.
  10. Regulations do have the force of law. Law Dictionary One difficulty with converting to statute, is that opponents would look for a sunset clause, and it would be a brave/foolish person who'd commit to a date certain at this point. Raising the price of violating the regs might be an easier way to go, but the violators have already been shut down, which is a significant fine.
  11. As if on cue, from Md's legal newspaper..... Md. businesses, employees caught in the middle on masks Maryland businesses and their employees find themselves increasingly caught in a battle zone, expected to enforce the governor’s order that store customers wear face masks during the coronavirus pandemic even as some patrons are bridling at following that order. Employees and managers are having to persuade balking and sometimes angry customers that they need to wear the face coverings, all while avoiding a confrontation or summoning police. (Daily Record)
  12. From a Md political blog. Talk about shooting yourself in the foot....... Probably blew any hopes of a couple of Michelins........ There is more
  13. I know it's bad form to quote yourself, but I'm feeling bad-ass today...... A cold economic eye on food delivery.........The comments section is good too. Bottom line, from the comments, delivery company contracts, like credit card ones, apparently prohibit discriminatory pricing, as between eat in and delivery. I guess gas stations offering different cash & credit prices, does not violate that clause. Here is a NYT article on the same phenomenon, claiming that some apps charge up to 40% of the restaurant's take. My first ques
  14. The chain restaurants proliferate, grocery store wine sucks, and Total Wine is....... No one ever went broke by underestimating the stupidity of the American consumer.......
  15. Great piece on the economics of third party food delivery via DoorDash, Uber Eats Postmates Grubhub etc. Great discussion in the comments section with a Google employee who was trying to explain Google's position. Pizza Delivery Arbitrage
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