To Win the CoronaWar, Defense Is The Only Offense by Wisdom Seeker • Mar 14, 2020 • 256 Comments Why does it work this way?
I Live in Italy’s “Orange Zone”: What it’s Like Inside the Lockdown by MC01 • Mar 11, 2020 • 161 Comments Not so locked down. But there are real consequences for people and businesses.
We Anticipate a Period of Severe Market Turbulence that Will Create New Opportunities for Patient Investors by Karen Parker Feld • Mar 9, 2020 • 164 Comments It’s the combination of disease attributes and systemic fragility that makes the situation so dangerous, yet difficult for most people to comprehend.
It’s Crazy in the Treasury Market, But the Corporate Bond Market is Starting to Dial in the Coronavirus by Wolf Richter • Mar 8, 2020 • 80 Comments Airline bonds, holy moly.
Tourism is 10% of GDP in France, 13% in Italy, 15% in Spain. And Now it’s in Free Fall by Nick Corbishley • Mar 7, 2020 • 232 Comments “If the situation of generalized panic continues, thousands of businesses, especially small ones, will first enter a liquidity crisis, then close their doors.”
What Sequoia Capital’s “Black Swan” Memo Means for Unicorn-Hotspots Like San Francisco, Silicon Valley & Others by Wolf Richter • Mar 6, 2020 • 183 Comments “False optimism can easily lead you astray and prevent you from making contingency plans or taking bold action.”
“COVID-19 Added to this Uncertainty:” Orders & Sales of Heavy Trucks & Medium-Duty Trucks Plunge in the US by Wolf Richter • Mar 4, 2020 • 57 Comments But for its still pre-coronavirus quarter, Navistar reported today that its Truck revenues collapsed by 31%.
“Wall Street Biggest Banks Shamelessly Try to Use Coronavirus to Get Federal Reserve to Weaken Rules”: Better Markets by Wolf Richter • Mar 2, 2020 • 134 Comments At first, banks leveraged the repo market to force the Fed to ease liquidity & capital rules; now they leverage the coronavirus. Whatever it takes.
China’s Non-Manufacturing & Manufacturing PMIs Show to What Unfathomable Extent the Economy Has Collapsed by Wolf Richter • Mar 1, 2020 • 209 Comments The charts are brutal.
Has the Coronavirus Hit US Consumer Spending Yet? by Wolf Richter • Feb 28, 2020 • 83 Comments In January, consumers carried on in hunky-dory land.
