What do you think happens to gov rates & corp spreads if 2019-nCoV continues to grow?
Does money flow to gold? Cloud stocks?
@wolfejosh has talked about mismatch in underlying illiquid assets inside of "liquid" bond funds, if corp spreads blow out would be bad for these funds
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I don’t know where money goes yet honestly I am highly short travel and cruise liner stocks and mildly long gold and Zoom and some long term tech stocks (MSFT, AAPL, TSLA) and other than that it’s mostly cash and I don’t have any definite good ideas for being long at the moment.
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