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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: Pogeu Mahone who wrote (153771)	3/1/2020 2:05:11 PM
From: TobagoJack	1 Recommendation Recommended By abuelita Read Replies (1) \| Respond to of 217574

Interest how few folks know that Coca Cola even had a supply chain issue in China, just like GM, Ford, IBM, ... Folks likely shall be surprised by how much pharma inputs originates from China. We arrived in good enough shape this Sunday late afternoon in Cape Town. Ready to get back to the issues at hand, and make some macro wagers Monday. The plane was half full / half empty depending on point of view, and not because we took a HK departure flight. We changed plane in Doha. I think overall travel is simply down. Thought about the macro as driven by auto-pilot / relentless virus flu. The news is skewed towards virus coverage. Monday shall of course be interesting.