What are your bets on the future?

Unlike most ‘bets’ or even predictions about market timing that’s specific enough that you can actually turn that into a market position.

Do you have options or futures contracts for November? If not, why not?

That’s assuming many things... including that countries actually shutdown. It’s also assuming the 2nd wave is bad and there’s not enough partial herd immunity to slow it down and assuming we don’t have a better treatment course or even a vaccine. Even if a vaccine is only 50% effective it would be a huge win.

While I understand the nature of your statement I also think humans and therefore markets are resilient. Many companies have pivoted to online and contactless delivery and are doing well. I’m sure there will be a loss but I’m not expecting 50%...

I enjoyed your post and, not wanting to make assumptions about you and yours, I think your post rings true for the "Middle Class / Middle Age" segment of the population. My experience - with the exception of the 'Hygienic Protective' aspect - is almost identical to what you wrote.

Personally I am still trying to determine what the COVID-19 experience both reflects and what it has set in motion.

I think personal agency (the lack or exercise of) is one big trend at the moment. From those people who have discovered personal agency in baking sourdoughs and cherishing the quarantine quiet to those who are protesting the perceived wrongness of governmental lock-downs, everyone seems to be rediscovering their need to own themselves and their fate. What this means in the long term, I don't know, but I believe your "megatrends" are interlinked by personal agency.

Interesting I might try that. How long did it take you to loss that much weight?

tilting towards "stuff that I think will happen to a decent degree?" and any field, however you see fit.

I agree, the only question I have is, will wave 2 or 3 be a mutated version of the current version? If it mutates like the flu, we could be in for a whole lot of hurt as people will be so sick of this 'Stay home' that it will be like the Spanish one. Do they know what the likelihood of mutation is?