U.S. Identifies First Coronavirus Case Without Outbreak Ties

Re:U.S. Identifies First Coronavirus Case Without Outbreak Ties by 01100011 on Thursday February 27, 2020 @12:57AM (#22430929)

I'd love to agree with you, but I keep being reminded that 'the market can remain irrational longer than you can remain solvent.'

Sure, I'm nearly certain this is going to give us 2-4 quarters of negative growth, worldwide, but I don't know when the market is actually going to price that in.

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Re:U.S. Identifies First Coronavirus Case Without Outbreak Ties by i_am_nomad on Thursday February 27, 2020 @03:19AM (#22431591)

Morgan Stanley already is betting on a return to positive growth sometime in late Q2. I won’t bet against them.

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Re:U.S. Identifies First Coronavirus Case Without Outbreak Ties by yodsanklai on Thursday February 27, 2020 @04:34AM (#22431908)

Finance illiterate question: how do you know what Morgan Stanley is betting on? I'd assume they don't divulge their trading bets.

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Re:U.S. Identifies First Coronavirus Case Without Outbreak Ties by throwaway3157 on Thursday February 27, 2020 @10:07AM (#22433875)

Generally each bank has many fund managers and analysts that do a lot of public speaking about their bets, thoughts, and speculations. You'll see them on public news stations as guest commentators

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Re:U.S. Identifies First Coronavirus Case Without Outbreak Ties by joshschreuder on Thursday February 27, 2020 @03:40PM (#22437546)

Given what they say has an effect on how others trade, do you think that they may not be completely forthright unless it was in the best interest of their bet?

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Re:U.S. Identifies First Coronavirus Case Without Outbreak Ties by kenneth on Thursday February 27, 2020 @11:24PM (#22440506)

Morgan Stanley was betting that subprime mortgage CDOs were sound in 2006. How'd that work out for them?

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