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Originally Posted by bluejays
Surprised there’s no dedicated thread to monkeypox, but for selfish reasons, what are the chances this becomes a thing? Seems a lot like December 2019 where there’s calm in, the ignorant thought “it’s over there” until it inevitably wasn’t. Wonder if this would factor into the stock market overall.
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I sold early on Covid, and got back in when things cratered with Covid (only saying this because you’re relating the two). To me, this is different for several reasons. First, we’ve seen mpox before and have experience with this very recently. Second, the economic impact with Covid-19 was direct and obvious at that point if you were paying attention. China was closing factories and shutting down. If you had investments in those directly impacted businesses, you were going to see an impact and it would be notable if not severe! If you weren’t convinced that this was a problem (and I’m not sure how, to be honest, because factories shutting down is drastic), once countries like Italy began shutting down, it became evident that this was a more significant problem. It’s impossible to predict mpox, but those things aren’t happening today, and it doesn’t seem as likely with the current situation.
Those are my thoughts at this point, FWIW.