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Daily Note

Don’t Talk To Anyone. Don’t Touch Anyone

Jan 21, 2020

Thomas Thornton

  • The market is not set up for a new worry and this virus in China could spread 
  • This is coming right before the Chinese New Year.  The year of the Rat.  The last year of the Rat was 2008
  • A lot of stuff on today's note including a look at NFLX ahead of earnings and a China focus. 
  • I turned neutral from positive on China last week
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