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Gavin Baker+ Your Authors @GavinSBaker Husband, Becky Painter. CIO, Atreides Management. Former PM, Fidelity OTC fund. No investment advice, views all my own. Mar. 02, 2020 1 min read + Your Authors

1) Not my lane, but instinct is that last week was partially the market beginning to price in a Sanders presidency as a consequence of virus weakening the economy.

Biden’s big SC win and Buttigieg/Steyer dropping out likely results in a brokered convention that Bernie won’t win.

2) Lower political risk is a positive, but unfortunately coronavirus news over the weekend has been negative with the most concerning economic/supply chain datapoint being that port of LA traffic was likely down 25% in February.

And likely thousands of cases in WA.

3) Also terrible that this is happening in an election year. Politics around the virus are *very* real on both sides.

Politics aside, massive stimulus is coming.

So many cross currents.

4) Best macro investor I know has been investing for over 40 years. Exceptional track record, especially around protecting capital.

We have a deal: he can always call me to ask about tech and he will call me whenever he gets particularly bearish or bullish.

5) We spoke last Sunday and he was very worried.

He called me today to say that he thinks it is too early to buy the dip. 🤷‍♂️

You can follow @GavinSBaker.


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