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Molson_Hart's profile
Molson Hart
Molson Hart
Molson Hart
@Molson_Hart

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Molson Hart

@Molson_Hart

CEO at http://amazon.com/viahart . CEO at http://edisonlf.com . I tweet about business, e-commerce, supply chain, health, law, & infrastructure

Austin, TX
Joined July 2015

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    1. Molson Hart‏ @Molson_Hart Mar 13
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      This is my take on the economic effects of covid19. Why is it wrong? Let's tear this thing apart.pic.twitter.com/GEgE808jU0

      6 replies 5 retweets 17 likes
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    2. Molson Hart‏ @Molson_Hart Mar 13
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      I think this bad boy is nothing like the GFC. GFC was a liquidity crisis caused by entities thinking they had more money than they really did plus a demand shock (oil prices got too high). Liquidity crisis could evolve into a demand shock (firings), but covid19 is farther-reach..

      1 reply 0 retweets 4 likes
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    3. Molson Hart‏ @Molson_Hart Mar 13
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      ..ing and larger than the GFC in its demand shock. Also it's likely, imho, to last longer. Further, gov't can solve liquidity problems. Time cures a virus. This is the time when QE/printing money etc. won't work. But, I am open to disagreement!

      3 replies 0 retweets 1 like
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    4. David Orr‏ @orrdavid Mar 13
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      Replying to @Molson_Hart

      If they figure out an effective treatment that works from home, that's a major game changer. That seems quite possible within a few quarters. Then you don't have a hospital overloading problem, and people can just get infected in huge numbers.

      1 reply 0 retweets 1 like
      Molson Hart‏ @Molson_Hart Mar 13
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      Replying to @orrdavid

      Word, like a preexisting antiviral that works or something. To me that feels like more reason to delay and to practice social disatnacing and not do what the UK is doing.

      9:53 PM - 13 Mar 2020
      1 reply 0 retweets 0 likes
        1. David Orr‏ @orrdavid Mar 13
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          Replying to @Molson_Hart

          Talked about this with a couple short seller friends. No matter how obvious the future train wreck is, people ultimately have to see it first to believe it. It's the norm. They'll change their tune once the first major outbreak happens.

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