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Molson_Hart's profile
Molson Hart
Molson Hart
Molson Hart
@Molson_Hart

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Molson Hart

@Molson_Hart

CEO at http://amazon.com/viahart . CEO at http://edisonlf.com . I tweet about business, e-commerce, supply chain, health, law, & infrastructure

Austin, TX
Joined July 2015

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    1. Molson Hart‏ @Molson_Hart Feb 12
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      Replying to @caseyames

      Not my game. Not enough to short, but enough to buy puts :)

      1 reply 0 retweets 1 like
    2. Molson Hart‏ @Molson_Hart Feb 12
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      Replying to @Molson_Hart @caseyames

      Once the narrative on this thing flips we'll see big losses. People just need to start selling their vanguard index funds.

      1 reply 0 retweets 0 likes
    3. Casey Ames‏ @caseyames Feb 13
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      Replying to @Molson_Hart

      Wonder if it'll flip today. That massive jump in infected in China is insane

      1 reply 0 retweets 0 likes
    4. Molson Hart‏ @Molson_Hart Feb 13
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      Replying to @caseyames

      Trump, Trump, Trump.pic.twitter.com/u2kOJ9Tvax

      1 reply 0 retweets 0 likes
    5. Molson Hart‏ @Molson_Hart Feb 13
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      Replying to @Molson_Hart @caseyames

      Pretty wild. Getting almost no coverage.pic.twitter.com/dogIDi4T2Q

      1 reply 0 retweets 0 likes
    6. Casey Ames‏ @caseyames Feb 13
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      Replying to @Molson_Hart

      Ya, that's super strange. Why doesn't the MSM care about this? The repercussions of what has already happened in China seem huge. Even if factories start back up on the 17th it's not like that ripple to the economy won't be felt.

      1 reply 0 retweets 0 likes
    7. Molson Hart‏ @Molson_Hart Feb 13
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      Replying to @caseyames

      I thought at first someone wanted to keep it out of focus, but who'd hold more sway than the biggest advertisers on TV? None of these guys will be particularly hurt by coronavirus panic. Maybe it's just because they're stupid.pic.twitter.com/TZJNdrFlCG

      1 reply 0 retweets 0 likes
    8. Casey Ames‏ @caseyames Feb 13
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      Replying to @Molson_Hart

      My gut reaction is stupidity. Underestimating what a few weeks (or possible more) delay in supply chain means. Not to mention a possible black swan pandemic

      1 reply 0 retweets 1 like
    9. Molson Hart‏ @Molson_Hart Feb 13
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      Replying to @caseyames

      To see the negative potential of the coronavirus you need to understand some math: 1. The math of exponents. r0 = 2 mean: 2, 4, 8, 16, 32, 64 ... 4096 etc. 2. If there's a 99% chance of a full quarantine but you have 100 infections, you have a 64% chance that virus gets out.

      2 replies 0 retweets 0 likes
    10. Molson Hart‏ @Molson_Hart Feb 13
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      Replying to @Molson_Hart @caseyames

      Narrative will flip. First death in Japan and its pretty clear that they have a bunch of idiopathic infections.

      1 reply 0 retweets 0 likes
      Molson Hart‏ @Molson_Hart Feb 13
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      Replying to @Molson_Hart @caseyames

      If you've ever been on a subway train in Tokyo, it is basically inconceivable that only 28 people are infected, but hey...🤷‍♂️ I guess they have an olympics to plan for.

      2:22 PM - 13 Feb 2020
      1 reply 0 retweets 0 likes
        1. Casey Ames‏ @caseyames Feb 13
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          Replying to @Molson_Hart

          Ya, a major city with packed public transportation. Not good at all.

          0 replies 0 retweets 0 likes
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