Wouldn't the story be the same for nearly all industries in the US (aerospace, automobile, chemical, consumer electronics, non-durable and durable manufacturing, computers, housing construction, pharmaceuticals, etc.)??  Apple and Coca Cola have already put forth that message.  Only service related businesses and software would escape.  No?

    Yes that would be true

    Posted by victorh on 23rd of Feb 2020 at 07:25 pm

    Yes that would be true for most companies depending how much they rely on China for supplies which means the value of many companies will decline like we are seeing now. My point is the gold stocks would be particularity vulnerable as look what happened to AEM on just a tiny forward guidance decrease in production.   


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