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

To: Cogito Ergo Sum who wrote (153883)	3/3/2020 9:11:38 PM
From: TobagoJack	Read Replies (1) \| Respond to of 217541

Accelerated trade war, where we get to see the result much sooner, per flu weaponised by hype, and bio agent enhanced trade war is not negotiable. We are on auto-pilot for spaceship earth, and we are bit early for 2026/2032, so episode is dress-rehearsal. Whether intentional or otherwise irrelevant. Only the effect / outcome to point. I do think we are dealing with a flu, maybe a tad worse in lethality and not much. zerohedge.com "Ground Zero For Trade" – Port Of Long Beach Warns Of Shipping Slump From China Investors are grossly underestimating the potential economic impact of Covid-19 as the first signs of China's supply chain meltdown are now washing ashore on US West Coast ports. The Port of Long Beach, the second-largest containerized port in the US, has had two top officials warn in the last several weeks of chilling effects of supply chain disruptions from China. Last week, the Deputy Executive Director of Administration and Operations for the Port of Long Beach Noel Hacegaba warned China's economic paralysis led to the increase of blank sails between China and the US. He said port activity plunged in January and February, with expected weakness to continue through March. Hacegaba said the slowdown at Long Beach is starting to hit the local economy around the port. He said it could only be a matter of time before it triggers a broader slowdown in the region, and even maybe in the overall US economy. As we've noted in many pieces of creaking global supply chains fast emerging in China and spreading outwards, Deutsche Bank's senior European economist Clemente Delucia last month pointed out in a report titled "The impact of the coronavirus: A supply-chain analysis" that the US is overly exposed to a crashing China economy. As for the second Long Beach official, Bloomberg quoted Mario Cordero, executive director of the port, who said cargo volumes are expected to slump 9% YoY in February due to declining shipments from China. Cordero said February's YoY loss is nearly double of 2019's decline of 5.4%, which has already resulted in a 50% reduction in labor at the port. He said the East Asia shipping route accounts for 90% of shipments through the port. NEVER MISS THE NEWS THAT MATTERS MOST ZEROHEDGE DIRECTLY TO YOUR INBOX Receive a daily recap featuring a curated list of must-read stories. "The port of Long Beach is ground zero for trade," warns Cordero. "There was uncertainty with the trade war, but the coronavirus has taken it to chaotic." Downward pressure from supply chain disruptions in China has now spilled over into the rest of the world. The transmission mechanism to the US is West Coast ports. The port Long Beach handles $200 billion in trade annually and supports 2.6 million trade-related jobs across the country, including almost 600,000 in Southern California. As for other West Coast ports, reports of a containerized volume declines from China are inevitable. These ports are a critical artery of the US economy's transportation infrastructure and essential for the flow of imports and exports, representing about 12.5% of US GDP. A slowdown of containerized volume at Long Beach and other West Coast ports could suggest a broader economic downturn is ahead for the US economy.

To: Cogito Ergo Sum who wrote (153883)	3/3/2020 10:04:12 PM
From: TobagoJack	1 Recommendation Recommended By Dr. Voodoo Read Replies (2) \| Respond to of 217541

Different countries reacting differently to the virus. The ones without capability / capacity to test, quarantine, and mass-treat seem to be doing okay, as one would w/ flu, iow what they do not know and cannot find out just runs its natural course, effective, i guess, like India w/ its 6 confirmed cases out of 1.3 billion. No one knows how many cases and what is happening. Just a bad flu bug. Move on move along. The nations reacting, bum rushed by neo press, cannot do much to treat, since we are after all talking about a flu, and suffer double whammy of lost production and lost consumption, and either make a best of bad situation, do dress-rehearsal, or lose the opportunity to do even that good. Or There be something i do not yet fathom, that the virus is a natural or man-made killer, and and and Dunno. In the meantime we must make hay whilst hay is ripe for making. Very busy getting in tune w/ the Force here in Cape Town, and mining on Nasdaq. Discovered a rich lode called Tesla. Playing long and short, short then long, long after short, short and shorter. Computer gaming. February was a good month. March looking promising. Have core net short via naked calls going out to next January, at strikes ranging from 1,000 to 1,880, and as each expedition period comes up, i do granulated play the four weekly expirations to recalibrate, fine tune, top up, sliver down, zig & zag, ... March order of battle is now granulated into expirations 13 - 27th, strikes 750 - 900, naked calls. The puts have been closed out. The most recent ramp starting Monday has been opportune. S Africa is fun, being sort of pseudo frontier, and the time zone is perfect to have daily daytime exposures to Asia, Europe and N America trading and news flow sessions.