As the world psychologically comes to grips with the existence of this virus, our sense is that China is going to become a “mask culture.” Everyone on the streets of the main cities today is... Read more
Last week’s piece was headlined “Facing A Recession,” and everything that has happened this week has confirmed that. This is now a recession. In the past day or two we have... Read more
It’s now clear the impact of the virus is going to be global and sustained, with a recession that will likely extend into 2021. The numbers out of China over the past week have painted the s... Read more
The virus has peaked and dropped in China, the front line has shifted, the world is sick and no one knows quite how to deal with it. The latest numbers we are seeing suggests a lower death r... Read more
This was the week that the global virus infection and death numbers started to balance out in China to some extent, with an ironic sense growing that the country is becoming one of the safes... Read more
