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sdholloway56
Senior Advisor

nobody knows anything

but there are a few safe conclusions.

Justacold is somewhere around 10X more lethal than seasonal flu- it has killed as many in 6 weeks as flu does in a year and that's with unprecedented social distancing.

Consumer behavior in terms of congregating in sports and travel venues, restaurants, bars theaters, stores isn't going back to normal any time soon. Actually never, exactly.

Fuel consumption isn't going to recover completely. A big problem for corn farmers.