If you’re watching this broadcast from your home office, you’re not alone. According to one study, 97% of the US population is either at home or sheltering in place.
This has completely upended the free-flowing, dynamic nature of the largest, most diversified economy on the planet.
-Industries that took decades to develop competitive products and services to meet consumer and commercial demand, have been thrown into disarray.
In the early phase of the crisis, investors studied the most obviously vulnerable sectors for weakness. These included travel, leisure, hospitality, gaming, transportation, and retail. These all took almost immediate revenue hits…
▶︎ Read Apr 20 2020 newsletter: here