China’s share of global consumption today, relative to its level when SARS hit (via BCA Research)

https://twitter.com/Birdyword/status/1222751730003140608 https://twitter.com/ZhaoyinFeng/status/1222905683957428224 Some people in China are taking no chances when it comes to personal protection against the coronavirus outbreak pic.twitter.com/ugykY9vQzq — South China Morning Post (@SCMPNews) January 30, 2020 Our first estimate of the impact of the #Wuhan #coronavirus …

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Drowning in Debt

by northmantrader Ignored but true: All the projections about coming growth as a result of tax cuts have been proven wrong. All the promises that tax cuts would pay for themselves: Wrong. All the promises that we will pay off the …

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Bear Market Looms

by CRESCAT CAPITAL Dear Investors: Download PDF Version Bear Market Looms The bear case for US stocks has never been stronger. The set-up looks like January of 2018 when we were similarly bearish yet the market kept screaming higher. Our …

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Stephen Roach: Coronavirus Could Shock the Global Economy Into Recession; ‘Lehman Type’ Moment? Analysts Warn That Markets Are Too Complacent

Coronavirus Could Shock the Global Economy Into Recession: Stephen Roach One of the world’s leading authorities on Asia warns the coronavirus outbreak could wreak havoc on the global economy.     ‘Lehman Type’ Moment? Analysts Warn That Markets Are Too …

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“‘The [coronavirus] situation in China could affect the planned production schedule,’ one supply chain executive, whose trip to China has been postponed due to the virus, told Nikkei.”

"'The [coronavirus] situation in China could affect the planned production schedule,' one supply chain executive, whose trip to China has been postponed due to the virus, told Nikkei."$AAPL https://t.co/wrqfHpQ2DV — Carl Quintanilla (@carlquintanilla) January 28, 2020 commodities plunge as the …

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Small Cap Underperformance Is Not Over

by Tom McClellan Small cap stocks have been underperforming large ones since mid-2018, and this underperformance should continue until the end of 2020. This week’s chart shows a relative strength line (green) for the Russell 2000 Index versus the Russell 1000.  …

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Confirmed #coronavirus cases and deaths are ahead of schedule — likely an exponential rise is ahead. If the #coronavirus shocks macro matters movement – it would be devastating for the stock market

confirmed #coronavirus cases and deaths are ahead of schedule — likely an exponential rise is ahead pic.twitter.com/cZLsM8KA72 — Alastair (@StockBoardAsset) January 27, 2020 if the #coronavirus shocks macro matters movement – it would be devastating for the stock market pic.twitter.com/X29iJiMEQa …

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Wuhan resident Chen Min, 65, died within 10 days of developing fever, cough. When Xi warns virus accelerating in public forum, clear that danger escalating beyond control.

When Xi warns virus accelerating in public forum, clear that danger escalating beyond control. Becomes a macro event this week as people realize economic activity will slowdown. Copper collapse leading. Time for gold to shine. Let's all hope they can …

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