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by ajross
2263 days ago
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FWIW: Japan (for sure) and Europe (probably) seem likely to recover from the lockdowns rather faster than the US, which is just now getting started in big chunks of the country. While I agree in principle that the markets are trying to price in the downturn, I genuinely don't think that the median-dollar-investor abstraction really has a clue how long this is likely to last. |
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