Note: This thread is related to #COVID19.

Follow the World Health Organization's instructions to reduce your risk of infection. Avoid the three Cs: Crowded places, Close Contact Settings & Confined spaces. Airborne aerosols play an important role in transmitting COVID-19.

- Avoid crowded places and limit time in enclosed spaces

- Apply social distance

- Air rooms by opening windows & doors

- Keep hands and surfaces clean, cover coughs & sneezes

- Wear a mask when you are not at home or when physical distancing is not possible

Gavin Baker
+ Your AuthorsArchive @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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