Premium: Discovery’s watershed Omicron analysis grabs global investor attention

Last night, shortly after I replicated the BizNews Shyft share portfolio, share prices on the US stock market started to recover after an initial slide. By the close, my $10 000 was $190 into the green (see above). That means absolutely nothing for our five year-plus project. But it does show rational investors paid attention to Discovery's data-based analysis of Omicron, released yesterday..Mr Market has been fretting the new variant would deliver another disruptive shock to global supply chains, consumer confidence and economies generally. He may now start to relax. A sober assessment of Discovery's analysis suggests this is unlikely. The SA group's number crunching support other credible evidence that's emerging..___STEADY_PAYWALL___.While many, like the headline writer at the Wall Street Journal (below) will focus on Discovery's finding that vaccines are far less effective against Omicron, a much more relevant issue for investors is the relatively benign nature of the new variant. Living as we do in the Omicron epicentre of Gauteng, we observe many otherwise totally healthy and happy people who tested positive..As Netcare's CEO Richard Friedland explained, his group's hospitals had to create a new category for "coincidentally" Covid positive patients, those who on admission had no idea they were infected. Officialdom can be expected to take the cautious line and float reasons to depress Omicron optimism. But for those who live in the real world, the signs are clear. Covid-19 is mutating in the same way other viruses always have. Evidence we can all see is clear – the worst is behind us..More for you to access today:.Adrian Gore: World's first Omicron data unpacked – we're moving into different phase of pandemic. Discovery's CEO says he's "cautiously optimistic" which is about as bullish as you will get from this trained actuary.The new Biznews Shyft portfolio. A recording of yesterday's webinar unveiling our new share portfolio of exponential stocks acquired with a starting capital of $10 000.Omicron and On and On…..Another Covid variant, another federal effort to combat it. A South African doctor's experience quoted worldwide is an uncomfortable truth for officialdom wanting to retain the status quo..PS – Now that SA's off the Red list, if you're planning on Xmas shopping in London, take advantage of the special rate from our partners, SA-owned and managed Draycott Hotel – a home-from-home. While all members of the BizNews tribe will get a 10% discount on the best rate, Premium members enjoy 15% off. Contact reservations@draycotthotel.com and use the code BN15..As a Premium subscriber you are entitled to full membership of wsj.com (normal price $29 a month). Be sure to action your access through the Premium link on the BizNews website. Because of The Wall Street Journal's credential requirements, be sure to create a password which has at least 8 characters and includes at least one letter and one number – NB it MAY NOT contain any special characters (ie #, !, @ etc). To maintain access to WSJ.com, you MUST enter our partner's website via BizNews Premium at least once a month. A final PS, if you had previously signed up for WSJ you'll need to clear the cookies from your device. Our help desk can assist – support@biznews.com..If you'd like to help sustain our independent voice, why not share the love by making a gift that keeps giving? Click here to access the BizNews Premium subscription signup form, and be sure tick the relevant box. At R100 a month and inclusive of full membership of The Wall Street Journal, it's a mind-expanding gift at an incredibly modest price.

Premium: Discovery’s watershed Omicron analysis grabs global investor attention

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