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Monday, February 17, 2020

Notes From All Over, Part 1 -- Daytona 500 -- February 17, 2020

From CBS Sports:
Denny Hamlin is the winner after a thrilling and grueling Daytona 500 that took two days, and overtime; and saw multiple caution flags in the final 16 laps and OT.
It's the third time Hamlin has won the Daytona 500, and he is the first driver to win back-to-back years at the Great American Race since Sterling Marlin in 1994 and 1995.
Hamlin also becomes the sixth driver to win the Daytona 500 three times, joining Richard Petty (7), Cale Yarborough (4), and Bobby Allison, Jeff Gordon and Dale Jarrett (3)

The celebration in victory lane was muted after Hamlin's win because of a crash on the final lap of the green-white-checker finish that saw Ryan Newman's car go airborne and flip on the track several times after jockeying for position with Hamlin and Ryan Blaney coming out of turn four. [More than an hour after the finish of the race, no update on Ryan Newman. Apparently car engulfed in flames at height of post-crash.]
Coronavirus statistics here. It's only a snapshot in time but it's a good report. Update here.
Diamond Princess cruise ship:
  • 1,723 passengers and crew have been tested; NPR suggests around 3,700 total passengers and crew;
  • of that 1,723, 454 were confirmed to be "positive" for coronavirus
  • of the 454; 189 were asymptomatic carriers
  • nice laboratory model
  • 400 US citizens on board
  • 44 Americans test "positive" for the virus but not all are sick
  • no deaths reported yet
Coronavirus: we are missing an analysis of those folks who get the disease (COVID-19) when they are infected with SARS-CoV-2 and those folks who do not get the disease when they are infected with the virus. "Underlying conditions," to include age, is obvious but what about cigarette smoking?


China, back to work: more than 80% of state-owned firms’ manufacturing subsidiaries have resumed work.

AAPL: says it will not meet quarterly guidance due to coronavirus; this happened exactly one year ago -- also due to problems in China. The question is whether Tim Cook will "blow this [China] off" as simply a bump in the road, or move more manufacturing back to the US. The problem is that Apple has so much manufacturing in China, to move any "piece" back to the US is simply marginal.

US markets: all three major indices are down slightly in overnight-premarket trading;

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