My guess is that we'll see fatalities climb in 4-5 weeks. Q2 numbers come out mid July. A crash, if any, will be no sooner than fatality bump, and no later than earnings horror + 1 week.https://twitter.com/robkroese/status/1256365017957634056 …
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Replying to @MorlockP
Do you have any expectation re whether the expected crash will be more locally variable, vs pretty much comparable everywhere?
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Replying to @TheClarksTale
Re real estate? No, no detailed thesis.
4:52 PM - 1 May 2020
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