i prefer your usual technical analysis vs your fundamental analysis. interesting commentary nonetheless.

the initial selloff in stock markets felt panicky but we've already seen a solid recovery over the last two days---monday's down gap was completely filled. the markets are reacting positively to news that outside of china, there have been no deaths and very few cases in general. https://www.nytimes.com/2020/01/28/world/asia/china-coronavirus.html

wuhan is completely on lockdown, so hopefully we're already turning the corner on this from a public health angle. while the number of infections in china compares to SARS (which itself subsided quickly), the coronavirus has killed only 1/3 as many people (133). people seem to be blowing the numbers out of proportion based on worst case scenarios.