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2020-02-29 -Signs, Portents, and the Weather-
New Virus Has Infected 83,000 Globally, Caused 2,800 Deaths
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Posted by trailing wife 2020-02-29 00:00|| E-Mail|| Front Page|| [10797 views ]  Top

#1 But larger numbers of opioid deaths and car wreck deaths don't crash the stock market.
Posted by M. Murcek 2020-02-29 03:20||   2020-02-29 03:20|| Front Page Top

#2 The stock market over-reacts in the short term.
This is less about the death numbers than the supply chain disruptions, although the media will always find something to be hysterical about.

Companies are anticipating not getting products to sell or components to build with, for however long this epidemic takes to play out. I bet they are also taking a look at those cost-saving totally genius just in time inventory schemes they've been running.
Posted by SteveS 2020-02-29 11:57||   2020-02-29 11:57|| Front Page Top

#3 This is the time when the C-suite executives need to earn their enormous comp packages. Show us what they taught you about supply chain disruptions at Wharton and Hahvahd. The guy who runs Joe's Shoes understands that if you don't got shoes you can't sell shoes.
Posted by Matt 2020-02-29 12:32||   2020-02-29 12:32|| Front Page Top

#4 When Just In Time...isn’t.
Posted by Fat Bob Javish1936 2020-02-29 20:14||   2020-02-29 20:14|| Front Page Top

#5 They're all faigs from McKinsey now. Crib a Bath House speech (written by a white guy) and move on.
Posted by M. Murcek 2020-02-29 21:29||   2020-02-29 21:29|| Front Page Top

23:20 trailing wife
23:20 Canuckistan sniper
22:30 3dc
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