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Tag Archives: 2019-nCov

8/3/20: COVID-19: Global Growth Trends

So far, one thing is clear: we are in an exponential growth (not linear) when it comes to #Covid-19, everywhere, except for Japan... Here is the full data set through March 7th: Two observations worth making: ex-China data is exponential. The doubling rate remains at around 4 days since February 24th, prior to that, it was at 6-7 days. Which indicates acceleration in the exponential trend. With China data included, the trend is a bit more complex: we have exponential sub-trends of...

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25/2/2020: No, 2019-nCov did not push forward PE ratios to 2002 levels

Markets are having a conniption these days and coronavirus is all the rage in the news flow.  Here is the 5 days chart for the major indices: And it sure does look like a massive selloff.Still, hysteria aside, no one is considering the simple fact: the markets have been so irrationally priced for months now, that even with the earnings being superficially inflated on per share basis by the years of rampant buybacks and non-GAAP artistry, the PE ratios are screaming 'bubble' from any...

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23/2/20: The ‘Fundamentals’ of the Financial Markets Are Hardly Changed by the COVID2019, So Far…

An informative chart via Holger Zschaepitz @Schuldensuehner on the Global equity markets impact of the continuously evolving threat of the nCov-2019 or #COVID2019 virus epidemic: Looks not quite as dire as it might sound, folks. Global equities lost some $470 billion worth of market value this week.  Which is 0.537% of the market cap at the start of the week  The market is still up more than 3 percent year to date The market is massively up on 2020 to date lowest point (+3.7 percent)...

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14/2/20: Pandemics, Panics and the Markets

In my recent article for The Currency I wrote about the expected market effects of the 2019-nCov coronavirus outbreak: https://www.thecurrency.news/articles/8490/constantin-gurdgiev-pandemics-panics-and-the-markets. While past pandemics are not a direct nor linear indicators of the future expected performance, the logic and the dynamics of the past events suggest that while the front end short term effects of pandemics on the economies and the markets can be significant, over time,...

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