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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. Lyall Taylor‏ @LT3000Lyall Mar 22
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      Hard to get worse than a full one-month lockdown. How does the newsflow deteriorate from here?

      13 replies 0 retweets 12 likes
    2. Samuel Lee‏ @svrnco Mar 22
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      Replying to @LT3000Lyall

      Are you being serious.

      1 reply 0 retweets 2 likes
    3. Lyall Taylor‏ @LT3000Lyall Mar 22
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      Replying to @svrnco

      Yes. Markets react to incremental information. They've kept selling off as the containment measures keep getting worse. They can't get much worse. In addition, containment measures will soon (already tentatively are) start to flow through to lower patient volumes & deaths.

      1 reply 0 retweets 2 likes
    4. Samuel Lee‏ @svrnco Mar 22
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      Replying to @LT3000Lyall

      The odds of catastrophic economic news have gone way up. Don't underestimate the nonlinear effects of having extremely sharp demand shocks worldwide. We're going to see more blow ups, more fragility exposed. Financial contagion is possible.

      3 replies 0 retweets 11 likes
      Molson Hart‏ @Molson_Hart Mar 22
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      Replying to @svrnco @LT3000Lyall

      Yeah, agree with Sam. India’s just revving up now (113 cases), among many other serious problems.

      8:50 PM - 22 Mar 2020
      1 reply 0 retweets 0 likes
        1. Molson Hart‏ @Molson_Hart Mar 22
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          Replying to @Molson_Hart @svrnco @LT3000Lyall

          Contagion is likely even with bailouts, imho.

          0 replies 0 retweets 1 like
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