Lots of great stuff to absorb there! But if you’re going to talk about what’s next, I’d like to context in to what you think now is.
Are we out in a month or a year? Will there be a vaccine? Will the protests grow? Will the second wave be bigger than the first? Is there a V shaped recovery? Does the recovery take $5 trillion? $50 Trillion? Does Trump get re-elected. Is there even an election (I think Trump cancels the election)?
Does any of that matter?
It’s so hard to predict tomorrow if today is changing at a break neck pace. But kudos for a thoughtful attempt.