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Market Talk – January 31, 2020

ASIA: Coronavirus, a pneumonia-causing virus, is beginning to disrupt the Chinese economy although it’s unclear whether the impact will extend to the full year. This is likely to push China to step up stimulus to counter the disruption in the economy. China’s Ministry of Finance said that as of 5 PM on Wednesday that finance […]

Coronavirus & the Numbers

    There have been a number of questions regarding (1) can we trust the numbers from China, and (2) why recoveries are not higher. First, the US has sent the CDC and the WHO is on top of it. There are cases outside of China and so far they display the same death rate […]

WHO Names this Coronavirus a World Emergency

The Coronavirus has been declared by the World Health Organization (WH) to be an emergency. As I reported yesterday, the death rate may not be as high as SARS which was 10%, but its spread rate is far greater. The number of cases jumped in a day from 7700 to 9682. The WHO defines a […]

Market Talk – January 30, 2020

ASIA: The coronavirus is taking all the headlines today, as the number affected has grown exponentially (standing at 170 deaths) and all states in China are now affected. Our colleagues in China have reported that highways have been closed and the public needs special permission to travel from city to city. There has been a […]

What is the origin of the Coronavirus 2019-nCov?

COMMENT: Hi Martin, I totally agree with you that there is absolutely ZERO evidence to support any conspiracy theories about a “weaponized virus”. But I would like to stress that I still think there is no coincidence that the epicenter occurred in Wuhan where the only Chinese BSL-4 lab exists – a lab that only […]

Coronavirus & the ECM

Many have asked that since this Coronavirus appears to have caught everyone’s attention with the turn in the ECM on January 18th, 2020, the questions have poured in asking if this was a major event given our model had been projecting a rise in disease would begin in 2020 coinciding with the new Solar Cycle […]

Market Talk – January 29, 2020

ASIA: The coronavirus outbreak has taught the world a lesson on how much they depend on China. Ford and Toyota will stop some of their vast Chinese assembly plans for an extra week. Apple is preparing a plan to re-route their supply chains. Starbucks closed thousands of their stores and is warning of a financial […]

Market Talk – January 28, 2020

ASIA: Global firms are stopping staff travel to China and urging their workers inside the country to stay out of the office as coronavirus has continued to spread from the central city of Wuhan to the rest of China and beyond. HSBC has banned all staff from traveling to Hong Kong for two weeks and […]

Market Talk – January 27, 2020

ASIA: Global markets slid down on the back of coronavirus concerns in China. Major financial markets around the world have been rocked as an exodus of foreign workers from China intensified fears over the impact of the coronavirus for the world’s second largest economy. Global shares slid as fears intensified over the potential impact of […]

Coronavirus still appears to be Normal Virus

COMMENT: Thank you for not being the crazy doomsday guy who latches onto every story and then blows it out of proportion. The death rate is as you say, less than 3%. All the wild stories from nurses claiming there 90,000 infected to others trying to claim the death rate will rise to 10% or […]