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Strategies & Market Trends : The Financial Collapse of 2001 Unwinding -- Ignore unavailable to you. Want to Upgrade?

To: elmatador who wrote (4472)	2/21/2020 8:47:58 AM
From: robert b furman	1 Recommendation Recommended By elmatador Read Replies (2) \| Respond to of 13801

HI El, Again great info. Interesting that anhui is adjacent to Hubei (ground zero for Covid 19). This is either: Greatly overblown (as in fewer deaths than the annual influenza in the US). Or much worse than data suggests and Chinese won't let the cat out of the bag. Or it is an accident from their level 4 bio lab in Wuhan. I wonder if this is an "accident" that has "unintended consequences" of harvesting the old and weak, thus eliminating a huge expense of health care for the elderly. That is admittedly a paranoid view. It seems to be invited as long as China does not allow the US CDC to be active is aiding the contagion. Influenza also impacts the elderly in the US. It happens every year, killing tens of thousands, hospitalizing over one hundred thousand every year. There is no doubt our health care system prospers under this regular contagion. It does seem to weed out the weak and elderly as well. I can't help but think it was a huge over reaction. The kind of over reaction that would come with an accidental release of a known bad virus that was developed. A cover up always gets more attention. Perhaps the greatest acid test will be if it happens in the future every year in China - or it magically disappears with only one occurrence. It is interesting that "Marshall Law" imposed by fear of contagion is now a known event. An event that should never be done again - as it has FAR REACHING ECONOMIC IMPACT! My bet is when China goes back to work, there is going to be a huge ramp up to catch up. Should bode well for Q2 and even better yet H2. This really just adds to the seasonality of slow Q1's we've seen for many years in a row now. Bob