I watching just a little bit of the XFL, but not much. Big week on China. So lets get going.
1. Coronavirus: Official numbers are 40,655 infected, 910 dead. I want to reiterate that I think these numbers out of China are absurdly low. First off, it seems like the percentage of those who visited Wuhan over the holidays and then test positive is measureable, like over 5%. If that's the case, how is there less than 1% testing positive in that city's population. Secondly, the reaction was really serious before all these cases became identified. China started building these hospitals when less than 500 tested positive. Third, China changes the infection classification almost weekly. If you test positive and don't have symptoms, then you don't count as infected now. Fourth, everyone is locked down in that city. There are probably numerous people dead in apartments.
Let's talk cruises. The Princess Cruise docked in Japan now has 130 people tested positive. That would suck to be stuck on that boat. It's almost like you are guaranteed to get sick, so some people are never leaving their rooms, for 2 weeks, that sucks.
Outside of China, the numbers testing positive are starting to grow. 102 tested positive today. 61 of those were on that cruise ship in Japan. The US hasn't added anyone to the infected list in a week or so, so that's good. I am curious about those quarantined on military bases. There are videos of crap going on in China such as trucks spraying streets, people lying dead in the street, cops are arresting people constantly, hauling people out of apartments, etc. The doctor who blew the whistle is dead. Doctors are saying they are working 12 hour shifts, non stop get a few hours rest, then next shift. Crematoriams saying they are burning 50+ bodies per day. And then there is this: Rise in SO2 output from Wuhan shows burning of organic matter (bodies). It is very apparent now that China isn't being honest about this situation. It would be nice of Governments around the world demanded inspection, because this seems more like a Chernobyl type of Government cover-up.
2. China also has a bird flu starting to kill off their chicken population: So if Chinese people happen to survive this Coronavirus outbreak, meat will cost a premium because it will be hard to fine.
3. Oscars, just another award show come and gone. I did not watch. I will be curious to see the ratings. Ratings came in, down 20% from last year. There was basically nothing else on live TV last night, so the Oscars didn't really have anyone to compete with. As for the speeches, I don't think anyone cared to lay claim to thoughts and prayers with those in China, so I guess wokeness is limited to a US thing. I have been watching the Marvelous Mrs. Maisel, which is really good btw. Tony Shalhoub is absolutely perfect and Marin Hinkle looks really good for her age. She looks like a completely different person from 2 and 1/2 Men days. I recommend the show, it's on Amazon Prime.
4. Sycamore Partners buying Victoria Secret from L Brands. A couple thoughts. First off, L Brands doesn't really have much outside of Victoria Secret. Their other brand that has a good following is Bath and Body Works, but I doubt that does well any more. Secondly, I wouldn't buy Victoria Secret. They don't have have a monopoly on lingerie any more. People buy that stuff on Amazon. Women buy bras from specialty companies now, etc. Lastly, I don't understand why you would buy a retail company that has exposure to China (Vic. Secret has stores there) right now unless it was at a HUGE discount.
5. POTUS 2020: Mayor Pete wins Iowa (kind of). Bernie won popular vote, but Pete takes home the most delegates according to Iowa Democratic Party last night. I can only laugh at the cluster. I think Bernie got screwed honestly. I think the DNC is mobilizing to keep him from getting the nomination. It looks like Bernie is going to win New Hampshire. If Bernie won both, then he would have all the momentum. Betting odds have Bernie at 42% which is the highest odds for a single candidate since Joe Biden was above that last November 2nd. Bloomberg is 2nd at 21%. Mayor Pete is third at 16%. Trump's approval rating hits 49% in one poll, 50% in another. Honestly the only thing that can derail him now is this Coronavirus causing a market collapse. Central banks (not just US) have decided to inject money into markets ahead of that, so looks like everyone wants to keep this show going. I am thinking that the DNC might be wise to keep Bernie as the nom. Lets say Bernie gets crushed. If the economy is still rolling, no dem candidate is going to win, so you want the one who gets the vote out to at least help down ballot candidates. That might be Bernie. If the DNC screws Bernie over again and his followers stay home, that really hurts the down ballot candidates. Right now in the Senate, there are 35 Dems safe and 30 GOPers safe. Right now, it looks like 20 of the spots up for election will got to GOP. It looks like 11 will go to Dems, then 4 toss ups. Dems need all of those just to tie. If you get a Bernie bump, maybe Dems can take a sport or two of those GOP leans. If you get a Trump bump (like 2016 election) and a Bernie drop (more than 2016 election), you could see GOP picking up 3 of the toss ups and eating into the Dem leans. I think Kelly will win Arizona btw for the Dems. You also have all those house elections up for grab. Good news is that I don't think there is any way that the GOP can get to 60 seats.
1. Coronavirus: Official numbers are 40,655 infected, 910 dead. I want to reiterate that I think these numbers out of China are absurdly low. First off, it seems like the percentage of those who visited Wuhan over the holidays and then test positive is measureable, like over 5%. If that's the case, how is there less than 1% testing positive in that city's population. Secondly, the reaction was really serious before all these cases became identified. China started building these hospitals when less than 500 tested positive. Third, China changes the infection classification almost weekly. If you test positive and don't have symptoms, then you don't count as infected now. Fourth, everyone is locked down in that city. There are probably numerous people dead in apartments.
Let's talk cruises. The Princess Cruise docked in Japan now has 130 people tested positive. That would suck to be stuck on that boat. It's almost like you are guaranteed to get sick, so some people are never leaving their rooms, for 2 weeks, that sucks.
Outside of China, the numbers testing positive are starting to grow. 102 tested positive today. 61 of those were on that cruise ship in Japan. The US hasn't added anyone to the infected list in a week or so, so that's good. I am curious about those quarantined on military bases. There are videos of crap going on in China such as trucks spraying streets, people lying dead in the street, cops are arresting people constantly, hauling people out of apartments, etc. The doctor who blew the whistle is dead. Doctors are saying they are working 12 hour shifts, non stop get a few hours rest, then next shift. Crematoriams saying they are burning 50+ bodies per day. And then there is this: Rise in SO2 output from Wuhan shows burning of organic matter (bodies). It is very apparent now that China isn't being honest about this situation. It would be nice of Governments around the world demanded inspection, because this seems more like a Chernobyl type of Government cover-up.
2. China also has a bird flu starting to kill off their chicken population: So if Chinese people happen to survive this Coronavirus outbreak, meat will cost a premium because it will be hard to fine.
3. Oscars, just another award show come and gone. I did not watch. I will be curious to see the ratings. Ratings came in, down 20% from last year. There was basically nothing else on live TV last night, so the Oscars didn't really have anyone to compete with. As for the speeches, I don't think anyone cared to lay claim to thoughts and prayers with those in China, so I guess wokeness is limited to a US thing. I have been watching the Marvelous Mrs. Maisel, which is really good btw. Tony Shalhoub is absolutely perfect and Marin Hinkle looks really good for her age. She looks like a completely different person from 2 and 1/2 Men days. I recommend the show, it's on Amazon Prime.
4. Sycamore Partners buying Victoria Secret from L Brands. A couple thoughts. First off, L Brands doesn't really have much outside of Victoria Secret. Their other brand that has a good following is Bath and Body Works, but I doubt that does well any more. Secondly, I wouldn't buy Victoria Secret. They don't have have a monopoly on lingerie any more. People buy that stuff on Amazon. Women buy bras from specialty companies now, etc. Lastly, I don't understand why you would buy a retail company that has exposure to China (Vic. Secret has stores there) right now unless it was at a HUGE discount.
5. POTUS 2020: Mayor Pete wins Iowa (kind of). Bernie won popular vote, but Pete takes home the most delegates according to Iowa Democratic Party last night. I can only laugh at the cluster. I think Bernie got screwed honestly. I think the DNC is mobilizing to keep him from getting the nomination. It looks like Bernie is going to win New Hampshire. If Bernie won both, then he would have all the momentum. Betting odds have Bernie at 42% which is the highest odds for a single candidate since Joe Biden was above that last November 2nd. Bloomberg is 2nd at 21%. Mayor Pete is third at 16%. Trump's approval rating hits 49% in one poll, 50% in another. Honestly the only thing that can derail him now is this Coronavirus causing a market collapse. Central banks (not just US) have decided to inject money into markets ahead of that, so looks like everyone wants to keep this show going. I am thinking that the DNC might be wise to keep Bernie as the nom. Lets say Bernie gets crushed. If the economy is still rolling, no dem candidate is going to win, so you want the one who gets the vote out to at least help down ballot candidates. That might be Bernie. If the DNC screws Bernie over again and his followers stay home, that really hurts the down ballot candidates. Right now in the Senate, there are 35 Dems safe and 30 GOPers safe. Right now, it looks like 20 of the spots up for election will got to GOP. It looks like 11 will go to Dems, then 4 toss ups. Dems need all of those just to tie. If you get a Bernie bump, maybe Dems can take a sport or two of those GOP leans. If you get a Trump bump (like 2016 election) and a Bernie drop (more than 2016 election), you could see GOP picking up 3 of the toss ups and eating into the Dem leans. I think Kelly will win Arizona btw for the Dems. You also have all those house elections up for grab. Good news is that I don't think there is any way that the GOP can get to 60 seats.
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