Friday, March 11, 2022

Viral Viruses - Booster Edition



Here we go with round 3 of the Corona series! 

Chronicle/Recap:

  • When a Virus Goes Viral (2020) - "It’s not an abnormal thing to wonder when things will get back to normal. I don’t believe they will, I don’t think they ever do."

  • When a Virus Stays Viral (2021) - "I don't know what the right answer is, but if you are arguing for restaurants and bars to open up, tell me how many grandmas you are willing to kill. Conversely, if you want to save your grandma's life, tell me how many of your neighbors should lose their homes or jobs."

We will quickly revisit the core three buckets that are continually evolving:
  1. Decision making/uncertainty
  2. Risk models
  3. Major structural changes in the world
And for our "Booster," I will look at the questions raised in round two.

ECONOMIC RECOVERY post pandemic
  • How do we recover all the bailout, relief money?
  • How do rental markets/evictions unfold?
  • Relocation effects?
  • Company Mergers/Acquisitions - particularly in travel and entertainment

Assessment of VACCINES and  RELATED POLICIES