Joker

@jokerstock

Hồ Chí Minh, Việt Nam
Vrijeme pridruživanja: kolovoz 2019.

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  1. proslijedio/la je Tweet
    5. velj

    🌐 Cumulative Fund Flows into Global Equity Funds Institutional investors are back buying stocks 👉 h/t

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  2. proslijedio/la je Tweet
    2. velj

    Tracking places restricting travelers from , Chinese nationals, or specifically those from Wuhan/Hubei Province from entering due to fears. Europe list is . Any others? LMK. One country saying it *welcomes China-based travelers? Cambodia.

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  3. proslijedio/la je Tweet
    1. velj

    No market has suffered more from 's viral outbreak than commodity shipping, where rates are down 99.95% this month.

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  4. proslijedio/la je Tweet
    1. velj

    This NYT piece answers some important questions about , including how contagious (moderately, similar to SARS), how deadly (perhaps 3%, much less than SARS), and how long until a vaccine is available (at least 1 year).

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  5. proslijedio/la je Tweet
    1. velj

    confirms H5N1 Bird-flu case in province, said the agricultural ministry on Saturday. The authorities have culled 17,828 chickens after confirming the case, it said.

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  6. proslijedio/la je Tweet
    29. sij

    🌐 MSCI ACWI Historically, the global stock market has bottomed, when the WHO has declared a global health emergency 👉 h/t

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  7. proslijedio/la je Tweet
    29. sij

    Buckle up. Oil & copper plunging while gold rallies? This only happened a few other times in history: During the Great Recession & just prior to the EM meltdown. Commodities are clearly acting like a selloff in stocks is approaching.

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  8. proslijedio/la je Tweet
    27. sij

    It focuses on a crucial gap early in the outbreak when no new cases were tested or reported in China, even as countries abroad began confirming cases. Wuhan hospitals didn’t have testing kits until the 16th. Many early patients weren’t tested until the 20th or later.

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  9. proslijedio/la je Tweet
    28. sij

    's "true" real GDP could be flat, or even fall quarter-on-quarter in Q1 thx to efforts to contain the spread of the coronavirus, shutdowns, and fearful consumers, Pantheon says.

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  10. proslijedio/la je Tweet

    The details of the Occidental Petroleum three-way cost-less collar hedge structure for 2020 (plus selling call options in 2021) via company's slides. A big hedge of 330k b/d (110 million barrels), or about 1/3 of what Mexico Hacienda usually does

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  11. proslijedio/la je Tweet
    27. sij

    If the Chinese economy is hit hard by , and China’s oil demand declines, how would China fulfill its trade agreement of buying a massive amount of oil and LNG from the US? Those who counted on it and started counting tankers will be in shock!

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  12. proslijedio/la je Tweet

    To raise the world GDP from 2010 to 2019 up $20 trillion the world created $50 trillion new debt. That means for $1 growth we spent $2,50 - sustainable? Now we are at 322% debt to GDP or $255 trillion (via )

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  13. proslijedio/la je Tweet
    26. sij

    Déjà vu? A week dominated by headlines of a spreading respiratory virus had investors recalling pandemics past, from SARS in 2003 to the Ebola scare six years ago.

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  14. proslijedio/la je Tweet
    25. sij

    🌐 World Trade European companies are highly dependent on foreign markets for their revenues. A rebound in world trade may benefit them directly 👉 h/t

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  15. proslijedio/la je Tweet
    25. sij
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  16. proslijedio/la je Tweet
    25. sij

    On the first day of the Lunar New Year, General Secretary Xi Jinping led a special meeting of the CCP Politburo Standing Committee to discuss, coordinate, and guide the whole-of-country efforts to contain the epidemic in China.

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  17. proslijedio/la je Tweet
    25. sij
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  18. proslijedio/la je Tweet
    24. sij

    UNVERIFIED - 90,000 DEAD IN Calling herself “Jingui” & claiming to work in one of the hospitals in Wuhan, says the number of people that have died due to the is 90,000 If true then we should really be worried because this affects all of us Via:

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  19. proslijedio/la je Tweet
    25. sij

    Just to put things into perspective: Recent outbreak of coronavirus in China has had meaningful impact on bonds as safe-haven flows drove yields lower. Declines are similar to past such episodes (SARS, H1N1, H7N9), which proved to be short-lived; over about 3-4weeks, Goldman says

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