Take a look at this website https://www.worldometers.info/coronavirus/. Seems to be no frills data. Just the raw numbers. No political lean. China seems to be leveling off while South Korea is in the shits. I'm still holding out for the warm weather theory. I've been watching Brazil. I belive the one imported case was wondering around for a few days before he got diagnosed. Going to be interesting to see how this virus handles warmer tropical weather over the next two weeks.
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Best regards,
Mark mailto:m...@mailmt.com
Myakka Technologies, Inc.
www.Myakka.com
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Friday, February 28, 2020, 6:48:10 PM, you wrote:
| I have a suspicion that very soon, one or two major companies will announce contracts to move production to another country, like within the next two weeks. Many other will follow suit, diversity in production is probably going to decimate the chinese economy. I expect an unrelated announcement this weekend that will quell the downward spiral, a short recovery on monday. Within a week or so the administration will temporarily ease tarriffs on humanitarian reasons By the end of march I think even if the kungflu is still present, it will be less impactful. Recoveries are outpacing deaths now 2:1, new infections are beginning to stagnate. we will see a bump as more surveillance comes on board, its loose in california, and they poop on the streets, so there will be some controlled outbreaks there, no worse than hepatitis, but the plateau is here, excluding some major calamity, like an outbreak in mexico (this will have major geopolitical consequence that will heavily reflect in the markets). its probably going to do some harm in africa with the locusts, but i dont know that africa really impacts markets, they still have ebola running around. By the end of march, the market will be on the rebound, early april it will pass 30, that will drive an april speculative growth between 33 and 35 that will correct back down to 29-31 in may. around this time production will be back to normal, and the reorganized sourcing will be coming on line and the vaccine will be moving to the next stage supply chain disruptions will be recovering china will be starving, but humanitarian aid will give everybody a gleeful feeling of global unity. On Fri, Feb 28, 2020 at 5:28 PM <ch...@wbmfg.com> wrote:
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