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re: Am I the only one who thinks the market's reaction to the coronavirus outbreak is...
Posted on 2/1/20 at 12:39 pm to LSUtoOmaha
Posted on 2/1/20 at 12:39 pm to LSUtoOmaha
quote:Oseltamivir
Are influenza patients treated with remdesvir?
Posted on 2/1/20 at 1:41 pm to LSURussian
You’re correct, I misspoke. Point remains that buybacks were the major driver of multiples expansion last year because earnings aren’t improving. Market went up nearly 30% on slowing earnings. How about that?
My favorite is buying companies for 30% more while their prospects dim. Love it.
My favorite is buying companies for 30% more while their prospects dim. Love it.
Posted on 2/1/20 at 7:23 pm to LSURussian
China is the manufacturing capital of the world and is shut down right now. That will put some major constraints on supply levels and cash flow for a lot of the world.
Considering that, I don't think it's an overreaction.
Considering that, I don't think it's an overreaction.
Posted on 2/6/20 at 11:49 am to LSURussian
Even FXI (large cap Chinese etf) is holding up reasonably well, all things considered.
Posted on 2/6/20 at 12:04 pm to LSUtoOmaha
The reality is that stocks may not follow the macro data because of demographics and moneyflows, but this will surely drive a recession in EM and the EU, and my guess is we will be in an earnings and manufacturing recession by Q2.
Posted on 2/6/20 at 7:38 pm to LSURussian
quote:m
SARS had a mortality rate of approximately 10%
If you look at deaths vs those who have fully recovered, the mortality rate is around 30%.
Posted on 2/6/20 at 8:09 pm to LSURussian
quote:
- 8,000 confirmed cases in an area of over 20 million people with 170 deaths as of 9:30 AM, CST meaning the mortality rate, so far, is approximately 2.1%
In eight days these numbers are now 31,161confirmed cases and 636 deaths. The good news is that 2.1% death rate has stayed consistent. However, discharge rates only outpace deaths at 3 to 1 so that concerns me some.
Posted on 2/6/20 at 8:27 pm to PUB
quote:
the fake recession in 2008-09
It was pretty good for a fake.
Posted on 2/6/20 at 8:27 pm to LSUtoOmaha
quote:This flu season 15,000,000 Americans have had confirmed cases of infuenza with 8,200 deaths.
31,161confirmed cases and 636 deaths.
Posted on 2/7/20 at 1:12 pm to LSURussian
I took a lot of trades off today. wont touch main holdings
Posted on 2/7/20 at 1:17 pm to LSURussian
So now we have the flu and the Coronavirus... World is so screwed.
Posted on 2/7/20 at 1:49 pm to yatesdog38
quote:
So now we have the flu
When have we not had the flu?
Posted on 2/7/20 at 1:51 pm to PUB
quote:
Reaction? The virus is bullshite fear porn. Market SOARED at end of day. Guaranteed to only be flat even when bombs dropping and WWIII about to start.
Amazon up to 15% HIGHER immediately in after market.
Fed dumped another $78 BILLION into market today. More pumped into market in the last two months than the original 700 Billion from the fake recession in 2008-09.
Stocks NEVER going down in our lifetimes Again
Ight imma sell off
Posted on 2/7/20 at 2:18 pm to LSURussian
quote:
This flu season 15,000,000 Americans have had confirmed cases of influenza with 8,200 deaths.
I get that, but we don't know where Corona will plateau, in terms of total cases, severe cases, or deaths. Also 400 million people, more than the USA population, are quarantined.
Posted on 2/7/20 at 2:47 pm to LSUtoOmaha
quote:
I get that, but we don't know where Corona will plateau
The confirmed cases each day has been linear meaning more than likely that data is limited to the resources they have each day to confirm cases.
Posted on 2/7/20 at 2:53 pm to Tigris
quote:
It was pretty good for a fake.
Yeah, if that was fake, I'd hate to see the real thing.
I like this board. I really do. But some people post things that make me think that I've accidentally logged into the OT Lounge section. Let's give him the benefit of the doubt and assume that he's making a troll post.
Posted on 2/7/20 at 2:53 pm to yatesdog38
quote:The coronavirus IS the flu. It's just a new strain of the flu. That's why they are referring to it as novel coronavirus.
So now we have the flu and the Coronavirus..
Posted on 2/7/20 at 3:06 pm to LSURussian
quote:
The coronavirus IS the flu. It's just a new strain of the flu. That's why they are referring to it as novel coronavirus.
I don't believe the various influenza viruses are the same type of virus as a coronavirus.
Posted on 2/7/20 at 3:34 pm to notiger1997
Sorry you missed the sarcasm there... People act like it is just a case of the flu or some dumb shite but if the mortality rate is indeed 2 percent and there were 15 Million cases like that of the flu that is 300k people dead. There is a lot of unknowns
It is something new and it is growing pretty rapidly in the world's largest manufacturing exporter that is why there is concern. If production and consumptions slows because 400MM people are quarantined then the velocity of money slows down effecting the entire world. Prolly just a bump in the road but it is a material financial risk on a macro level. Just something we should keep an eye on. Could be some big buying opportunities and time to analyze your exposure and take a look at reallocation.
It is something new and it is growing pretty rapidly in the world's largest manufacturing exporter that is why there is concern. If production and consumptions slows because 400MM people are quarantined then the velocity of money slows down effecting the entire world. Prolly just a bump in the road but it is a material financial risk on a macro level. Just something we should keep an eye on. Could be some big buying opportunities and time to analyze your exposure and take a look at reallocation.
This post was edited on 2/7/20 at 3:35 pm
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