A LOT of what he says is well thought out and I hartley agree that you NEED to have available cash for the transitional period back to an open economy!
Just one of the things that causes me to keep screaming at the TV/radio is calls for more stimulus money now. What the hell is the point in pumping stimulus money into an economy that's more than half shut down?! Especially when you are told that you must spend it now. So company X, who is allowed to run at full capacity because they do not, in the eyes of the local government, interact with the public to a great enough extent to be an issue (i.e. car dealership) and they get the full benefit of this stimulus...even though they need it the least. Meanwhile, the poor hair salon that can't or just barely open at all or has to severely limit their business (there are only so many Pelosi's out there, so you really can't build a business on the "we cater to hardcore hippocrates" model) is screwed...again!
We need to reopen the economy across the board. Yes, be smart and limit your exposure; but we cannot afford to keep spending money we ain't got to stimulate an economy we ain't allowed to open*
*For those lucky enough to live in states/cities smart enough to understand reality, this does not apply...but, trust me, it sucks! Though not in it, we are much too close the local vortex of asinine stupidity, Austin, to not feel the effects.