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Showing posts from February, 2020

Black Swan on horizon?

Black Swan Definition from  Investopedia : A black swan is an unpredictable event that is beyond what is normally expected of a situation and has potentially severe consequences. Black swan events are characterized by their extreme rarity, their severe impact, and the practice of explaining widespread failure to predict them as simple folly in hindsight. From Markets point of view, there are two events in 2020 which could match the above definition: Coronavirus becoming Pandemic: Based on weekend news, the virus has already spread in South Korea, Italy and to some extent Japan. While China is putting extra-ordinary measures to stabilize the situation, other countries are just gearing up to potentially deal with unfolding situation. This means lock down of cities, travel restrictions, cancellations of trade shows and major gatherings to control the potential of spread. Companies have been prudent in cancelling major shows like MWC (Mobile World Congress) and many others. Markets

Oscars, Democrats and Tesla!

Oscars have come early this year. The Academy had moved the event from last week of Feb to 2nd Sunday of Feb to potentially reverse the decline in viewership in changing world of entertainment. This year's Oscars would be interesting for few reasons: Netflix has arrived on Hollywood: Netflix has highest number of nominations (more than Disney). Last year it came very close to winning best picture with Roma. This year it has couple of strong contenders (Marriage Story, The Irishmen) but most likely actual wins would be very limited if at all First time a foreign language film (Parasite) is nominated for main category of best picture The slate for best picture is varied from two world war movies (1917, Jojo Rabbit) to period dramas (Little Women, Once Upon a time, Ford vs Ferrari) to Comic adaptation (Joker) Here are my predictions for 6 main categories. Best Picture: 1917 (even though Parasite deserves to win. Since Parasite will win Best Foreign Film category, Academy vo

49ers SuperBowl Wins and Markets!

America's National Sports Day (also called SuperBowl) is here! Nearly 100 million plus Americans will be glued to their TV sets on Sunday afternoon to watch history in making (will explain later) as well as advertisements which cost $5.6 million for 30 seconds and JLo/Shkira performances during half-time! There would be Super Bowl parties, tailgate parties, and so on. This year is special for multiple reasons: After long time, Patriots are not in SuperBowl. Instead two most exciting teams are playing. If KCC wins, it would be their win after 50 years; If 49ers win (which is what everyone in bay area is rooting for), it would be their first win in 25 years - that's why this is historical! First time, sports betting in 18 states is legal so Americans will be betting over $6 billion on anything related to SuperBowl (even how long Demi Lavato's Anthem performance will take in seconds) 49ers would match the record of most SB wins (6 if they win) KCC's last win was wh