Aktiesnakken — Marts 2020
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Fra Carsten Valgreen: Update on my former posts on COVID-19 cases in Italy, Lombardy and Lodi province where it all started. So far things are going roughly as we wrote on Monday the 15.3 after the shutdown: Case growth in Lodi itself has slowed to around 1% per day and in Lombardy it is now below 5% for the first time. This is a more gradual decline in growth than in China after the January shut down - but not by much.
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Spain records new highest Daily death toll; The finance minister of Germany's Hesse state Thomas Schæfer has killed himself after apparently becoming " deeply worried " about how to deal with the economic impact of Coronavirus. https://www.theguardian.com/world/live/2020/mar/29/coronavirus-live-news-trump-proposes-quarantine-of-new-york-and-other-hotspots
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NY lægen er nu på 700 pts behandlet https://twitter.com/dumisani6/status/1244322301601931271?s=21 hævder at
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Interview med ham af NY tidligere borgmester Giuliani https://youtu.be/1TJdjhd_XG8
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Jeg giver kun links fordi de er interessante. https://www.worldometers.info/coronavirus/#countries I dag er det føste gang at antal smittede på verdensplan er faldet - med ca. 10 % Ved ikke om det beviser nogen, men interessant. Ud fra det og mange gode underliggende tal fra mange lande køber jeg aktier i morgen.
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Solsen: hvor har du fra at antal smittede på verdenplan er faldet i dag ? Det er da vist tværtimod. Der er næsten 70.000 nye tilfælde det sidste døgn og det er foreløbig det højeste antal smittede på det døgn: https://gisanddata.maps.arcgis.com/apps/opsdashboard/index.html#/bda7594740fd40299423467b48e9ecf6. Se grafen under "daily increase" nederst til højre på siden.
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på et døgn
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Det link jeg bruger har 55 k i dag og i går 61 k. Men Italien, Tyskland, Frankrig synes jeg ser ud til måske at toppe ud nu mht nysmittede. Jeg går all in fordi jeg tror på, at vi står overfor optimisme. USA er jokeren og vi skal stadig se mange døde, med mindre de får gang i den medicin - “uden det endegyldigt bevis”
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