Interesting take from Morgan Stanley
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wrote on 13 Apr 2020, 02:06 last edited by
Morgan Stanley: “While we understand the desire for optimism, we also caution that the US outbreak is far from over. Recovering from this acute period in the outbreak is just the beginning and not the end. We believe the path to re-opening the economy is going to be long.”
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wrote on 13 Apr 2020, 02:14 last edited by
At a glance, I’d have to say that chart aligns quite well with how I think things will go. I’d wonder what their investment advice would be now, given this timeline.
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wrote on 13 Apr 2020, 02:19 last edited by
Makes more sense than anything else I have seen.
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wrote on 13 Apr 2020, 02:21 last edited by
Since the first peak came so much faster than anyone predicted I can’t put that much faith in the second peak.
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wrote on 13 Apr 2020, 02:23 last edited by
My gut says the 2nd peak won’t materialize as much as they think. I think it’ll be more confusion about “is this COVID or is this the seasonal flu?”, though.
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wrote on 13 Apr 2020, 02:23 last edited by
The second wave lines up just about right - after the election.
This is when all the Hollywood Stars will say they would rather have covid than 4 more years.
And all their fans will follow.