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The Industrially Necessary Doctor Tedros
The Industrially Necessary Doctor Tedros The World Health Organisation will lead a mission to China this weekend to start investigating the COVID-19 outbreak. “start investigating” … AYFKM? There’s this pleasing mythology out there that the World Health Organization is like some international version of the Center for Disease Control, that it’s staffed by scientists and doctors flying […]
Armed Thieves Steal Truckload Of Toilet Paper In Hong Kong Amid Worsening Shortage Of Basic Goods
Armed Thieves Steal Truckload Of Toilet Paper In Hong Kong Amid Worsening Shortage Of Basic Goods Looks like the sh*t is really about to hit the fan in Hong Kong…and we mean that literally. In a shocking indication of just how bad shortages of basic goods have gotten as mainland China expands its lockdown to […]
Beijing Crashes The Party: Chinese Media Warns Austerity Is Coming After FinMin Says “Proactive Fiscal Policy” No Longer Feasible
Beijing Crashes The Party: Chinese Media Warns Austerity Is Coming After FinMin Says “Proactive Fiscal Policy” No Longer Feasible One of the top reasons why stocks have continued to hit new all time highs despite the ongoing economic shock that has crippled China’s economy, which according to Goldman will push its GDP to zero (or […]
Senator Cotton: China Refusing To Hand Over Evidence About Wuhan BioLab
Senator Cotton: China Refusing To Hand Over Evidence About Wuhan BioLab Update (1010ET): It turns out the Wuhan P4 lab that ZeroHedge questioned as the source of the virus released an internal statement on January 2nd – two weeks before the first officially-reported case – forbidding all staff from mentioning the coronavirus… Yanyi Wang(also Wang […]
US Firms In China Suffering “Severe Shortages Of Workers,” Warn Virus Impact Hitting Supply Chains
US Firms In China Suffering “Severe Shortages Of Workers,” Warn Virus Impact Hitting Supply Chains The global supply chain Armageddon is happening. The economies of the world are more interconnected than ever. There are many ‘single points of failure’ in these complex and global operations, of which many of them originate in China. A new poll via […]
Bill Gates Warns “10 Million Lives” At Risk As Virus Spreads To Africa And Taiwan Reports First Death
Bill Gates Warns “10 Million Lives” At Risk As Virus Spreads To Africa And Taiwan Reports First Death Summary: Taiwan reports 1st coronavirus death Taiwan taxi driver who died from virus carried passengers from mainland, Hong Kong, Macau Singapore reports 3 more cases Indonesia says 6 passengers from Westerdam cruise ship tested negative There are […]
The Four Coronavirus Scenarios: The Bad; The Worse; The Ugly; And The Unthinkable
The Four Coronavirus Scenarios: The Bad; The Worse; The Ugly; And The Unthinkable Summary The Covid-19 coronavirus could be more disruptive than markets are currently pricing in. Not in the least because the ‘true’ number of infected people remains uncertain, as the recent surge in cases exemplifies We outline four scenarios in which the virus […]
Why Covid-19 Demands Our Full Attention
Why Covid-19 Demands Our Full Attention This is an unprecedented moment for our hyper-connected planet There’s a reason we’ve re-directed so much of our attention towards reporting on and trying to understand the novel coronavirus (covid-19) that originated in Wuhan, China in December. The heart of our approach is to be “systems thinkers.” “Learn how […]
Fiat Chrysler To Shut Serbia Plant As Covid-19-Shock Paralyzes Global Supply Chains
Fiat Chrysler To Shut Serbia Plant As Covid-19-Shock Paralyzes Global Supply Chains It’s certainly plausible that the global economy is in the early stages of grinding to a halt. Already, we’ve noted that two-thirds of China’s economy is offline, with major industrial hubs idle and 400 million people quarantined. The next phase of the supply chain […]
Coronavirus likely now ‘gathering steam’
Coronavirus likely now ‘gathering steam’ Leaky international cordon may mean equivalent of worst flu season in modern times The number of confirmed cases of the Wuhan coronavirus have continued to surge inside China, sickening tens of thousands, with a death toll of more than 1,000. But outside the Asian giant the numbers remain a fraction […]
Impure Thoughts
Impure Thoughts What if the Corona virus turns out to be a genuine pandemic with legs, not some punk-ass, flash-in-the-pan bug like SARS… and infects hundreds of millions around the world…? And what if it happens to go logarithmic in the USA, as in China now…? And what if takes a few months, or half a […]
Is The Coronavirus (Covid-19) Now Unstoppable?
Is The Coronavirus (Covid-19) Now Unstoppable? New data suggests so Oh, boy…the scientific research on covid-19 (the new name of the Wuhan coronavirus) continues to reveal what a huge challenge containing this virus is. A new report from Los Alamos Labs calculates its R0 at between 4.7 to 6.6. That is massively contagious! It’s little wonder then […]
China Is Disintegrating: Steel Demand, Property Sales, Traffic All Approaching Zero
China Is Disintegrating: Steel Demand, Property Sales, Traffic All Approaching Zero In our ongoing attempts to glean some objective insight into what is actually happening “on the ground” in the notoriously opaque Chinese economy which has been hammered by the Coronavirus epidemic, yesterday we showed several “alternative” economic indicators such as real-time measurements of air pollution (a […]
The Violent Collision of Market Fantasy and Viral Reality
The Violent Collision of Market Fantasy and Viral Reality When the stampede tumbles off the cliff, buyers vanish and markets go bidless. The shock wave unleashed in China on January 23 is about to hit the U.S. economy and shatter everything that is fragile and fantasy, starting with the U.S. stock market. The shock wave is […]
China Vows To Put An End To “Lab Leakage Of Pathogenic Samples”
China Vows To Put An End To “Lab Leakage Of Pathogenic Samples” Seemingly providing more anecdotal evidence that the Covid-19 outbreak was caused by an accidental leak of a bio-engineered virus and not by some freak of nature in Wuhan’s market, China’s Communist Party has issued a serious “Wartime Order” demanding more care and containment […]
