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Fasten your seat belt. Covid19 is going to explode in the US from now through the new year.The worst of all, i am hearing a lot of anecdotes of primary-care

People ask me how Chinese managed to control COVID for the last few months.Well, people there have to run mobile tracing apps on their cell phone 24/7, which generates a

There are three distinct pictures of Chinese economy.The version in US media/social media is getting close to the Soviet version in the 70s/80sThe version in domestic Chinese media is like

1/ Monetary and Fiscal outlook for Sept 2020.continued tailwind from deficit spending.Fed B/S increase slowly with big vol. (but probably does not matter) 2/ the Fed continues to add $80Bn

1/ Science is often nuanced. Let's look at the hydroxychloroqine paper today. We can spin the data both ways.https://academic.oup.com/cid/article/doi/10.1093/cid/ciaa1009/5872589 2/ First, HCQ-is-a-hoax camp: no significant reduction in

1/ In case that you missed it... and let's talk about TGAhttps://twitter.com/RealVision/status/1280199473902256129 2/ The official reason for TGA to go parabolic was that Treasury desired to encumber the debt ceiling

1/ COVID19 impact on public health, market, election (April edition)TL,DR: public-health crisis over by Nov for working age people. fatality for 65+ bad & having a long tail into 2021.market

1/Immediate re-opening of the economy, or not? Either way can be viable, if done in a thoughtful, responsible way.But whoever in power does it in a half-assed way need to

Coronavirus, mutations, and remdesivir A story of Risk/reward in medicine and virologyMany people worry about COVID19 mutating as it spreads across the globe, for very good reasons:Will the antibodies of