Wednesday, February 26, 2020 4:12:56 AM
Fwiw, this virus(Sars) has a relatively low death rate where all the exclamations about 'Pandemic' statements are being made and already one or more companies are going into trials for solutions.. this number will grow to 6-7 over the next week or so.
While Media doesn't give very good coverage, and are using data showing FDA requirements are that 'solutions' and 'trials' can take years for clickbait, the truth is if the need is there the solution will roll out to match the need, timewise.
If there are little to no ill effects in the trials over the next 2-4 weeks, rollouts will happen.
It is just a bad flu type,antiviral medications are currently being tested to see if they can address symptoms.
Imo, some of the best opportunities in the markets since 2009 will unfold in this mess. Electronics for one... for sure. Both in recovery in China and development outside of China.
Frankly, this paradigm of China being the mass producer for the entire world was going to be reduced at some point for a number of reasons, political or in this case a medical concern.
For our subsector China's disruption in their Hemp/CBD chains will actually be a good thing this and next year. Where all the 'exclamations' are a thing of the past in 3-4 months due to rollouts of solutions.
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