Not my game. Not enough to short, but enough to buy puts :)
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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.
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Replying to @Molson_Hart
Wonder if it'll flip today. That massive jump in infected in China is insane
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Replying to @Molson_Hart @caseyames
Pretty wild. Getting almost no coverage.pic.twitter.com/dogIDi4T2Q
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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.
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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
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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
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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.
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Replying to @Molson_Hart @caseyames
A paper from Los Alamos National Laboratory scientists two days ago suggest the R₀ is between 4.7 and 6.6. It's not yet peer reviewed and I'm currently doing my own independent review of the paper. https://www.medrxiv.org/content/10.1101/2020.02.07.20021154v1.full.pdf …
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How is it? I skimmed the abstract.
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