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Shanghai now 203, Beijing 191 for confirmed
#coronavirus , 1 death in each. I think 500+ (perhaps 1000+) is the level at which they go from slow down to lock down, so in the next week or so. What do you think?https://twitter.com/EMostaque/status/1223893960059445248 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Flight to safety part 1 No coronavirus in wall st Yethttps://twitter.com/TheStalwart/status/1224105601241944066 …
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Reports coming out Chinese oil demand already down an unprecedented 20%, over 2 million barrels a day. This means the below may be conservative, watch out below on crude as beyond current
#OPEC capability to absorb#OOTThttps://twitter.com/EMostaque/status/1223023831553576960 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Emad proslijedio/la je Tweet
This account of a pregnant woman's death from an "unknown" pneumonia in a city close to Wuhan is terrifying, enraging, and heart-breaking. Her husband took her to 4 different hospitals before she got real treatment.https://chinarrative.substack.com/p/dispatches-from-hubei-two-weeks-between?r=ea0&utm_campaign=post&utm_medium=web&utm_source=copy …
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As I've noted one case in a school and you'll need to shut it for a month. From current data (which is hopefully wrong) this will come in waves and nobody will want to take a chance, even if only elders are dying of it. Could be mass trial of online edu, a provider should step uphttps://twitter.com/tculpan/status/1224075704452767749 …
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There's something to be said that
#Coronarivus is trending with 29k tweets in the UK alone versus#Coronavirus

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Watch for the Sahel and Maghreb in particular to come under intense pressure in the coming years, there is a reason jihadist murders are spiking againhttps://twitter.com/EMostaque/status/1213593464220405761?s=20 …
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Climate change in Africa + growing population + collapsing governments mean this is likely to tick up sharply unfortunately. When you can't be fed properly path of least resistance is to take others food, we need large scale action and response asap to this before it spikes.https://twitter.com/MaxCRoser/status/1223898154115960832 …
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Every metropolis should be doing some contingency planning for similar right now. Hopefully never needed, but the high rate of severe complications (2,000+ Wuhan) means ICUs won't be able to keep up if we see it spread further and there won't be much time to react if it does.https://twitter.com/Tobeech/status/1223886335729115137 …
1:51Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
As more cities shut down as cases go from 100-500 in them (eg Shanghai 80, Beijing 90) forecasts will be 2mbpd+ demand shock to oil. OPEC+ can't really react to that with current policy tools, particularly as the period of shut down will be uncertain as outbreak continues
#OOTThttps://twitter.com/JavierBlas/status/1223892751474884608 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
At 500-1000 cases cities will likely, completely rationally, shut down. I estimate 1-2 weeks for Beijing, Shanghai, 2-4 weeks for Singapore. This will be at the point Wuhan cases should tail off but apparent death rate increase. Unprecedented in modern times.https://twitter.com/biancoresearch/status/1223857525663158278 …
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The precautionary principle repeated in a fractal manner is why you can't compare this in terms of societal, economic and market impact to SARS, MERS, H1N1 etcpic.twitter.com/MIS97L84xv
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Note from current stats kids & adults fine, elderly most at risk. Nobody can take a chance though, as Wuhan curves replicate elsewhere need to shut down flights, airports, schools, cinemas etc as a precaution. This is unprecedented but no official can afford to do otherwise.
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Simple thought experiment to show how fear will accelerate: If there was a confirmed
#coronavirus case in your kids' school would they stay open? Given virality & asymptomatic transmission unlikely. How long would they close for? Minimum 1 month, others would close in precaution.https://twitter.com/EMostaque/status/1223023802986221568 …Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
@michael_nielsen@andy_matuschak@david_perell there's probably a better way to do this but it feels like there is a strong core for an uncertain issue that could be iterated around as a collective brain? Thoughts and RTs appreciatedPrikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
A collective intelligence experiment: Why (and how) to be worried about
#coronavirus : https://docs.google.com/document/d/1DL4mISfK1eKte6HQX9cF4aV2fvJecpY0ECnr7a1P6rs/edit?usp=sharing … I've laid out a core argument that I will iterate on. Feel free to comment, add links and resources for and against either on this thread or in the document.Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
This image from
#Wuhan on the#coronavirus outbreak is really important wrt psychology described below: https://www.theguardian.com/world/2020/jan/31/a-man-lies-dead-in-the-street-the-image-that-captures-the-wuhan-coronavirus-crisis … Poor guy may have died of other causes and it seems elderly most impacted but rapid death means nobody will risk further spread and be extra cautioushttps://twitter.com/EMostaque/status/1223023802986221568 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Note much of the above is on the *psychology* of response and actions as opposed to refined forecasts or models of spread etc. In investing what we care about is price versus value, and psychology can go dark or giddy really really quickly depending on the central narrative
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Note Italy has just banned *all* flights to and from China. Given how infectious this clearly is what is the probability this won't appear in dozens more countries who will do the same? And for how long given each diagnosed case in every country will lead to more within weeks?https://twitter.com/EMostaque/status/1223023802986221568 …
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