The viral pandemic-and-recession is kinda an apt end to a decade defined by best/worst of virality as a dynamic. The 10s were the decade of the virus. Good and bad, mind and body.
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I am guessing short sharp recession of about a year. This seems relatively predictable via supply shock and service-work demand slump due to social distancing. I guess prepper inventory sectors will see a slight uptick to extent they aren’t also vulnerable to the supply shock.
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It’s a big natural experiment that will teach us about: 1. Fragility of lean, single-source supply chains 2. Precarious incomes 3. Fragility of service economies 4. Climate response to economic fundamentals shock 5. Effect of healthcare institutional decay 6. Remote/virtual work
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I’m very curious about how workplaces will function during this period. Private life will obviously just be a bit more domestic cozy for a while (a few months to weeks now and in fall). More TV and reading and at-home cooking. But workplaces...hmmm... hard to call.
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Forgot big one: 7. Public social life impact around big social gatherings a) Olympics b) US election rallies c) concerts, conferences etc d) Third-place work (Starbucks) ... Hmm. What “canary” portfolio would be interesting to watch as indicator of how things are going?
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Example:
$ZM is up. Baltic dry index is down. Need like a dozen more indicators to track all 7 obvious expected impacts. These are known unknown things.Show this thread
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