Note: This thread is related to #Coronavirus #COVID19

Follow the World Health Organization's instructions to reduce your risk of infection:

1/ Frequently clean hands by using alcohol-based hand rub or soap and water.

2/ When coughing and sneezing cover mouth and nose with flexed elbow or tissue - throw issue away immediately and wash hands.

3/ Avoid close contact with anyone that has fever and cough.

Gavin Baker @GavinSBaker Husband, Becky Painter. CIO, Atreides Management. Former PM, Fidelity OTC fund. investorfieldguide.com/baker/ No investment advice, views all my own. Mar. 08, 2020 1 min read

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.

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.

 https://www.nytimes.com/2020/03/04/us/coronavirus-new-hampshire-dartmouth.html?searchResultPosition=1 

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.


You can follow @GavinSBaker.



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