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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. Qiao Wang‏ @QWQiao Jun 14
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      I’m less confident than I was in January, but it feels like the market will soon get spooked again by the covid-19 situation in Beijing. https://twitter.com/QWQiao/status/1221443288005332992 …pic.twitter.com/RmWLA7ThgB

      5 replies 4 retweets 29 likes
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    2. Qiao Wang‏ @QWQiao Jun 14
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      I could be wrong, but I think the market will ultimately realize that the reopening narrative is a fad. Covid is very hard to contain even in places like Beijing where strict measures are being taken. Consumer psyche will be permanently damaged unless we have a vaccine.

      6 replies 3 retweets 19 likes
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    3. Qiao Wang‏ @QWQiao Jun 14
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      TLDR: an increasing number of neighborhoods are going back in lockdown. Officials warn that the situation is severe (“严峻”) and that there's a lot of uncertainty ("不确定性").

      1 reply 1 retweet 16 likes
      Show this thread
    4. The Crypto Dog 📈‏ @TheCryptoDog Jun 14
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      Replying to @QWQiao

      I think people in the West don't give a fuck and will just deal with 0.1-1% or whatever it is of the population dying over the next year. There won't be another concentrated effort to contain the virus in the US, it's too late. They fired all they had and it just crippled them.

      1 reply 0 retweets 6 likes
    5. The Crypto Dog 📈‏ @TheCryptoDog Jun 14
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      Replying to @TheCryptoDog @QWQiao

      I think consumers in the West won't behave rationally WRT to the virus and will gladly jump back into unfettered consumerism as soon as they can.

      1 reply 1 retweet 4 likes
      Molson Hart‏ @Molson_Hart Jun 14
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      Replying to @TheCryptoDog @QWQiao

      You’re half right. When the infections per hospital bed get too high you have to lock down again.

      9:12 AM - 14 Jun 2020
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      • The Crypto Dog📈 Qiao Wang
      1 reply 0 retweets 2 likes
        1. New conversation
        1. The Crypto Dog 📈‏ @TheCryptoDog Jun 14
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          Replying to @Molson_Hart @QWQiao

          I'd like to think they prepared enough hospital beds during the last few months.

          1 reply 0 retweets 1 like
        2. Molson Hart‏ @Molson_Hart Jun 14
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          Replying to @TheCryptoDog @QWQiao

          Infections per nurse. Infections per doctor. Infections per hospital. Infections per ventilator. Can’t do it all. And no I don’t think they did.

          0 replies 0 retweets 3 likes
          3. End of conversation

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