As the world now registers over 1 million tested and confirmed COVID-19 cases, life continues to stall in unprecedented ways. Lockdowns and stay home orders continue to be administered in the majority of the world’s developed countries, and storefront/transportation businesses such as restaurants, bars, event venues, airlines, etc. continue toRead More →
As we watch the world sink into a sea of COVID-19 induced chaos, the global financial markets are feeling the panic. The $SPX (SP500 Index) dropped by 37% in 34 days – the fastest and most violent sell-off in US stock market history, erasing all the gains dating back toRead More →
As days go by and the amount of worldwide confirmed COVID-19 cases piles up (as I predicted a few weeks ago), it is looking more and more likely that this coronavirus pandemic may be the black swan event that sets off a global recession – a recession that may evenRead More →
I’ve been in China for the past while, and can say that I’ve seen the coronavirus outbreak from the inside (albeit from Shanghai and not from ground zero, thankfully). Here are my observations and my take on the situation. At the time of writing, it has been exactly one monthRead More →
