I am glad to hear they have contingency for worse case scenario. I think they know the peak has past and it will only get better from here. Wait 4 more weeks and you will see southern US (NC SC TN GA FL AL MS LA TX) on a declining slope of cases. Limited releases of vaccine will be available in October. I can’t wait for update on antibody therapy (anyone sick enough to be admitted to hospital gets a shot of antibodies to neutralize virus). Occupancy and deaths go way down.
Unfortunately CA is a 2-3 weeks behind Texas because they had a stricter lockdown than Texas in April and May, which has delayed their timeline to herd immunity.
I have to brag because I said it was good that US northeast got hit first in terms of the market because they will be the first to recover. By the way, doesn’t the stock market agree with my analysis?
Last edited: Jul 22, 2020