Tag Archives: Coronavirus

Coronavirus Pandemic: The Next Two Weeks Are Critical

Chris Martenson. Ph.D. from Duke in Toxicology is very good on this topic and one of the first out with a correct analysis of the coronavirus.  We posted his first video when there were only a few thousand cases reported. … Continue reading

Posted in Bitcoin, Economics, Uncategorized | Tagged , | 2 Comments

COTD: Coronavirus Risk To Manufacturing

The holiday is over, but few people are back in offices and factories…the effects of covid-19 will be like those of SARS in 2003: a sharp shock to Chinese growth, followed by a strong rebound. But SARS may not be a … Continue reading

Posted in China, Economics, Uncategorized | Tagged , , | Leave a comment

Coronavirus: It’s The Second Derivative, Stupid!

Double yikes.   Arrest this beast!  Please! On a business trip meeting with many firms with huge exposure to China.  Concern in their community definitely growing but still a bit clueless about the seriousness of the growing crisis.  I give … Continue reading

Posted in China, Uncategorized | Tagged , | 1 Comment

The Global Supply & Demand Shock Of The Coronavirus

Our analysis of the impact of the Coronavirus is a work in progress and nobody knows the endgame.  It is still the early days of the epidemic, and its dynamics will take time to understand. The scale of the impact … Continue reading

Posted in Black Swan Watch, China, Uncategorized | Tagged , , | 19 Comments

Coronavirus Spreading To Heart of China Manufacturing

BREAKING: Shantou, a city in Guangdong province with nearly 5.5 million people, will be put on total lockdown from midnight — BNO Newsroom (@BNODesk) January 26, 2020 Coronavirus scare starting to hit big manufacturing cities and is definitely going to … Continue reading

Posted in China, Uncategorized | Tagged , , | Leave a comment

Global Auto Sector Hit Hard By Coronavirus

By Taleb’s pure definition, the Coronavirus is a true “Black Swan.” The first cases of the pneumonia-like coronavirus were reported in Wuhan, China on Dec. 31, 2019. Since then, the virus has spread to various other countries, including Thailand, Japan, … Continue reading

Posted in Economics, Uncategorized | Tagged | Leave a comment

Very Informative Update On Coronavirus

 

Posted in Economics, Uncategorized | Tagged | 4 Comments