PeteStilgoe.com

Cronaconomy

Interesting chart of the worst affected areas of the Australian economy and those areas that have benefited from the cronaconomy. #1 Peloton, #2 Netflix, #3 Zoom, #4 Chegg, #5 UberEats

Moving

Movement seems be trending up, especially in the US.

Amazon $AMZN, Microsoft $MSFT, Apple $AAPL, Facebook $FB & Twitter $TWTR all reported over the last few days. Overall I would consider all the reports good, especially in the current climate. Facebook is hanging in there. Overall good news is getting sold. Expecting prices to fall further from here. At least in the short term.

New mouse mat

Passive rule reinforcement.

COVID-19 Data Lake

“The C3.ai COVID-19 Data Lake uniquely integrates multiple data sources in a unified data model, ready for analysis – not just a list of links or a collection of data sets. Stop wasting time wrangling data and focus instead on generating insights. Access data at no charge with any utility that supports RESTful APIs.” https://c3.ai/products/c3-ai-covid-19-data-lake/

Responsible IT

“We’ve seen two years’ worth of digital transformation in two months. From remote teamwork and learning, to sales and customer service, to critical cloud infrastructure and security – we are working alongside customers every day to help them adapt and stay open for business in a world of remote everything.” From Microsoft’s earnings call last…

Heathrow

Thought it would be interesting to look at Heathrow from Google maps.

Apple mobility trends

https://www.apple.com/covid19/mobility

Repositioning

Made some changes to my dollar cost averaging SIPP this weekend. I was 65% S&P500 through Vanguard and 35% Nasdaq through Fidelity. Fidelity fees are expensive. Charging over 1% where as Vanguard are charging me 0.1%. Swapped out the Vanguard Tech fund for iShares S&P 500 Technology ETF which reduces my fees from 1.04% to…