Lockdown in San Francisco, Silicon Valley & the East Bay: We’re to “Shelter in Place.” What it Means Now & Long Term by Wolf Richter • Mar 16, 2020 • 300 Comments The eeriness of the whole situation may leave permanent marks on consumers and business-decision makers.
How Our Business Got Hit by COVID-19 Event-Cancellations Whose Effects Now Cascade Through the Industry by Aaron Ripplinger • Mar 16, 2020 • 54 Comments This is in a microcosm what businesses of kinds all across the US face.
Panicked Fed Slashes Rates to Near 0%, Throws $700 Billion QE on Top, after $1.5 Trillion Shock-and-Awe Repos Fizzled. Stock Futures Plunge 5%, Hit Limit Down by Wolf Richter • Mar 15, 2020 • 371 Comments Holy moly, what a mess. But here is our hilarious cartoon of Jerome Powell tearing out his hair. Gotta keep you sense of humor.
To Win the CoronaWar, Defense Is The Only Offense by Wisdom Seeker • Mar 14, 2020 • 256 Comments Why does it work this way?
I Live in Italy’s “Orange Zone”: What it’s Like Inside the Lockdown by MC01 • Mar 11, 2020 • 161 Comments Not so locked down. But there are real consequences for people and businesses.
We Anticipate a Period of Severe Market Turbulence that Will Create New Opportunities for Patient Investors by Karen Parker Feld • Mar 9, 2020 • 164 Comments It’s the combination of disease attributes and systemic fragility that makes the situation so dangerous, yet difficult for most people to comprehend.
It’s Crazy in the Treasury Market, But the Corporate Bond Market is Starting to Dial in the Coronavirus by Wolf Richter • Mar 8, 2020 • 80 Comments Airline bonds, holy moly.
Tourism is 10% of GDP in France, 13% in Italy, 15% in Spain. And Now it’s in Free Fall by Nick Corbishley • Mar 7, 2020 • 232 Comments “If the situation of generalized panic continues, thousands of businesses, especially small ones, will first enter a liquidity crisis, then close their doors.”
What Sequoia Capital’s “Black Swan” Memo Means for Unicorn-Hotspots Like San Francisco, Silicon Valley & Others by Wolf Richter • Mar 6, 2020 • 183 Comments “False optimism can easily lead you astray and prevent you from making contingency plans or taking bold action.”
“COVID-19 Added to this Uncertainty:” Orders & Sales of Heavy Trucks & Medium-Duty Trucks Plunge in the US by Wolf Richter • Mar 4, 2020 • 57 Comments But for its still pre-coronavirus quarter, Navistar reported today that its Truck revenues collapsed by 31%.
