An Eastern Wind

Published on: March 21st, 2020

As COVID-19 is spreading globally, the economic impact is going to be violent and reach epic proportions. As we are still at the very beginning of this marathon, let’s set the tone for what to expect in the coming weeks.


  • MW
    Max W.
    21 March 2020 @ 19:57
    Excellent stuff. Bravo
    • MW
      Max W.
      25 March 2020 @ 21:35
    • PC
      Paul C.
      21 March 2020 @ 20:23
      Yeah... much appreciation for your efforts in keeping your subscribers updated.
  • GM
    Greg M.
    21 March 2020 @ 20:10
    I fear the central banks response more than anything. They are trying to solve a supply shock with demand stimulus. The problem isn't consumption its production. People can't go out and consume what they normally would in the economy. I believe that we are staring into an abyss of stagflation or very high inflation. The knock on effects could be monumental. This is the end of the federal reserves creditability? Is this the end of the 30 plus year bond bull market? Is this the end of the dollar as the world reserve currency? Is the democratic west going to use this as an impetus to impose a police state? I agree with raoul that this is a marathon, so buckle up.
    • MA
      Michael A.
      21 March 2020 @ 21:47
      Completely agree. If, however, by some black magic this thing disappears with the rise in the Northern hemisphere temperature in the next few months, i think we're going to see one of the most violent V shape recoveries in the history of the stock market given the amount of liquidity that is currently out there. I'm more however inclined to think this will either be U or L shaped given the psychological shock this has and will continue to have on the global economy. Some really interesting times ahead that will have major impacts on geopolitics and some of our most pressing social issues.
  • DL
    Dominic L.
    21 March 2020 @ 20:15
    Thank you as always, and stay safe everyone.
  • TF
    Thomas F.
    21 March 2020 @ 20:18
    Good collection of the current status, but the point where you guys excel - thinking ahead - isn´t really in the report... What do you think it will mean for the global system? How do you think the dynamic between the countries will play out? For example: What´s the likelihood that the Chinese debt based economy will blow up? If the dollar continues to go up, where will the likely breaking point be?
    • RT
      Remi T. | Founder
      22 March 2020 @ 08:29
      Hi Thomas, this is exactly what a subscriber to GMI gets, what to expect moving forward.
  • KB
    Kevin B.
    21 March 2020 @ 20:27
    Grateful to get the GMI info circulated here.
  • SH
    Sean H.
    21 March 2020 @ 20:48
    Really do appreciate the RV GMI effort in all of this Thank you
  • JG
    Jack G.
    21 March 2020 @ 22:03
    Thank you for the info
  • at
    arthur t.
    21 March 2020 @ 22:11
    I feel smarter than I did a minute ago. Thanks.
  • DT
    David T.
    22 March 2020 @ 00:07
    The main question is, how much worse.
  • TP
    Tom P.
    22 March 2020 @ 12:25
    i just get a black square when i try to open the document. Mac. Firefox.
    • CD
      Chris D.
      25 March 2020 @ 02:06
      I am a Pro member and have had the same issue for several weeks. They are working on it. It works on my iPhone. (Sigh).
    • MW
      Max W.
      23 March 2020 @ 13:04
      @Ron Y. This report is available for PLUS and PRO members. IF you are still having trouble viewing please reach out to Milton.
    • RY
      Ron Y.
      22 March 2020 @ 17:47
      Tom ..... You and I are not GMI subscribers nor are we RV Pro subscribers, meaning this document simply isn't available to us. I >>think<< this is what's going on here. I get the same black square. R
  • WM
    William M.
    22 March 2020 @ 17:04
    Thank you for this update.
  • Md
    Matthew d.
    30 March 2020 @ 03:29
    Very useful - just wish I could afford RV Pro!