Probably not. It has taken decades for China to build the supply chain they have. Some countries, like Vietnam, don't have the infrastructure, much less the slip set to do it I don't doubt they will start planning to diversify, but doing it is years away.
On Fri, Feb 28, 2020, 5:49 PM Steve Jones <thatoneguyst...@gmail.com> wrote: > I have a suspicion that very soon, one or two major companies will > announce contracts to move production to another country, like within the > next two weeks. Many other will follow suit, diversity in production is > probably going to decimate the chinese economy. > I expect an unrelated announcement this weekend that will quell the > downward spiral, a short recovery on monday. > Within a week or so the administration will temporarily ease tarriffs on > humanitarian reasons > By the end of march I think even if the kungflu is still present, it will > be less impactful. > Recoveries are outpacing deaths now 2:1, new infections are beginning to > stagnate. we will see a bump as more surveillance comes on board, its loose > in california, and they poop on the streets, so there will be some > controlled outbreaks there, no worse than hepatitis, but the plateau is > here, excluding some major calamity, like an outbreak in mexico (this will > have major geopolitical consequence that will heavily reflect in the > markets). its probably going to do some harm in africa with the locusts, > but i dont know that africa really impacts markets, they still have ebola > running around. > By the end of march, the market will be on the rebound, early april it > will pass 30, that will drive an april speculative growth between 33 and 35 > that will correct back down to 29-31 in may. > around this time production will be back to normal, and the reorganized > sourcing will be coming on line and the vaccine will be moving to the next > stage > supply chain disruptions will be recovering > china will be starving, but humanitarian aid will give everybody a gleeful > feeling of global unity. > > > On Fri, Feb 28, 2020 at 5:28 PM <ch...@wbmfg.com> wrote: > >> I should have moved it, but I will take the roller coaster ride. And it >> was up so high too.... >> >> *From:* Matt Hoppes >> *Sent:* Friday, February 28, 2020 3:58 PM >> *To:* AnimalFarm Microwave Users Group >> *Subject:* Re: [AFMUG] OT shall we start a pool >> >> Let it keep going down! I moved everything to Money Market Monday. Once >> it bottoms out I’ll stick it back in stocks. >> >> On Feb 28, 2020, at 6:45 PM, Darin Steffl <darin.ste...@mnwifi.com> >> wrote: >> >> I just wanna know when we hit rock bottom so I can buy as much up as >> possible :) >> >> On Fri, Feb 28, 2020, 4:38 PM <ch...@wbmfg.com> wrote: >> >>> How long before the stock market recovers. Stats would suggest 4 >>> months. >>> But if the virus actually becomes a “thing”, like the sky is falling >>> thing, I am sure that will extend this correction. >>> -- >>> AF mailing list >>> AF@af.afmug.com >>> http://af.afmug.com/mailman/listinfo/af_af.afmug.com >>> >> -- >> AF mailing list >> AF@af.afmug.com >> http://af.afmug.com/mailman/listinfo/af_af.afmug.com >> >> ------------------------------ >> -- >> AF mailing list >> AF@af.afmug.com >> http://af.afmug.com/mailman/listinfo/af_af.afmug.com >> >> -- >> AF mailing list >> AF@af.afmug.com >> http://af.afmug.com/mailman/listinfo/af_af.afmug.com >> > -- > AF mailing list > AF@af.afmug.com > http://af.afmug.com/mailman/listinfo/af_af.afmug.com >
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