Been a long day. So I don’t have time for a full write up. But the airlift program and the shipment seizures are finally getting some big media org attention. The Times put out this article tonight. They were able to name the entity on the West Coast which I alluded to as having a shipment seized but wasn’t at liberty to name: Kaiser Permanente hospital system. They also add more detail on the airlift. The companies can sell half on the open market, half they have to allocate according to need as ascertained by FEMA. The details on seizures raise more questions than they answer. Give it a read. More tomorrow.
Finally the Bigs Are Taking Notice
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April 6, 2020 11:22 p.m.
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