According to wikipedia, in 1917, military pathologists reported the onset of a new disease with high mortality that they later recognized as the flu. By late 1917, there had already been a first wave of the epidemic. October 1918 was the deadliest month of the whole pandemic. It is estimated to have killed ~50M people (~3% of the global population at the time). Continue reading “The Spanish Flu – Coo coo ca choo – Stock Market (and sentiment results)…”
Category: Commentary
My quotes on Bloomberg Tuesday:
Thanks to Abhishek Vishnoi for including me his article on Bloomberg today:
“The Philippines Did It. Now Smaller Markets May Follow Shutdown” You can read it here:
March Bank of America Global Fund Manager Survey Results (Summary)
Data Source: Bank of America
Each month, Bank of America conducts a survey of ~200 fund managers with > $500B AUM. Here are the key takeaways from the survey published on March 16, 2020: Continue reading “March Bank of America Global Fund Manager Survey Results (Summary)”
My quotes on Bloomberg Thursday:
Thanks to Abhishek Vishnoi for including me in his article on Bloomberg Monday:
“Investors Scour Magazines to Surveys For Clues to Stock-Rout End”
You can read it here:
Fox Business Appearance on Friday (video)
The “Sky is Falling” Stock Market? (and Sentiment Results)…
I went on Yahoo! Finance yesterday immediately following the “Bankers Meeting” at the White House. What is happening with Coronavirus and OPEC+ is serious. However, there are some stocks Continue reading “The “Sky is Falling” Stock Market? (and Sentiment Results)…”
Yahoo! Finance TV Appearance on Wednesday (Video)
Watch the segment directly on Yahoo! Finance Here
Highlight: “We were buying some stocks today,†@HedgeFundTips says. “When you see such a quick, fast dislocation, you take the amount of cash that you wanna put to work and you break it up into 5 or 10 different slugs.†Talks about Pfizer, Berkshire Hathaway and Wells Fargo. pic.twitter.com/2JvODQm1wk
— Yahoo Finance (@YahooFinance) March 11, 2020
i24News TV Appearance on Monday (Video)
Discussing OPEC+ failure, Fed and Stock Market with Michelle Makori on March 9, 2020.
My quotes in the Wall Street Journal today:
Thanks to Yu XIE, Paul Vigna, Avantika Chilkoti and David Winning for including me in their article in the The Wall Street Journal today:
“Stocks Fall More Than 7% in Dow’s Worst Day Since 2008” You can read it here:
Click Here to View The Full Article at The Wall Street Journal
My quotes in the Wall Street Journal today:
Thanks to Alexander Osipovich for including me in his and Anna Hirtenstein’s article in the The Wall Street Journal today:
“Investors continued to pile into safe-haven assets Friday, pushing the yield on long-term U.S. government bonds to unprecedented levels.” You can read it here:
Click Here to View The Full Article at The Wall Street Journal