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Instead of a V recovery, think of it as a flipped check mark. Once lockdown ends there will be quick partial recovery (we've already seen some of that in the st
by matwood 7y ago
Instead of a V recovery, think of it as a flipped check mark. Once lockdown ends there will be quick partial recovery (we've already seen some of that in the stock market), and then we'll find out fully which industries are not coming back for awhile if ever (brick and mortar, commercial RE, etc...)
- madengr 7y agoThe brick and mortar may be helped by the fact that Amazon can’t deliver on time. The curbside service of brick and mortar has been awesome.
- matwood 7y agoGood point. Something I mentioned in another post was that crisis accelerate what's already happening. Is this move to service/pick up a pivot that can save brick and mortar? At some point Amazon will adjust though. It's interesting to watch happen.