1) Unsure that China is a good predictor for the Coronavirus in either the United States or Europe. People in America and Italy are flat out ignoring quarantines.
Disclaimer: no expert, not my lane, just learning and thinking out loud.
Disclaimer: no expert, not my lane, just learning and thinking out loud.
2) A health care worker at Dartmouth Hitchcock Medical Center ignored a quarantine to attend a party where he infected at least one other person.
nytimes.com/2020/03/04/us/…
nytimes.com/2020/03/04/us/…
3) “An epidemic of selfishness.” Good thread on Italy.
4) This too shall pass.
Generally pays to buy panics as long as you’re not too early and don’t sell even if you are too early. Much easier said than done!
Equity valuation vs. treasuries approaching 7 year highs.
Generally pays to buy panics as long as you’re not too early and don’t sell even if you are too early. Much easier said than done!
Equity valuation vs. treasuries approaching 7 year highs.
