What asset class is (a) distressed right now and (b) will bounce back wonderfully in the rebound from this crisis?
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I wonder if that plays true. Houston is worried it won't. Patrick at
@GHPartnership anticipates 12K+ jobs lost in the sector:https://communityimpact.com/houston/the-woodlands/economy/2020/03/17/expert-houstons-economy-resilient-but-could-see-energy-retail-losses-from-crisis/ … -
It seems the rest of the world isn't too optimistic on oil, right now, too: https://energypolicy.columbia.edu/research/commentary/oil-market-black-swans-covid-19-market-share-war-and-long-term-risks-oil-volatility … I'm bullish on energy transition solutions, though. I think any innovations that solve for reliable, renewable, hyperlocal electricity (and internet) will win.
End of conversation
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