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. 09, 2020 1 min read

1) Lower rates are powerful. Lower oil is a positive for most consumers. There will be more stimulus. Fear indices approaching 2008 levels.

Weather is getting warmer every day. Seems likely that this slows the Coronavirus down. Going to hear more words like "remdesivir."

2) CDC response will improve. Remdesivir aside, there will likely be a vaccine at some point i.e. Moderna.

No real impact to businesses outside of travel yet.

Political risk in the United States significantly lower than a just a week ago. Leverage much lower than in 2008.

3) Initial unemployment claims are the most important high frequency indicator to watch.

March Madness might be played without fans and this would damage consumer confidence, but a lot of damage has been done.

The world rarely ends.


You can follow @GavinSBaker.



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