Circuit Breaker Musings

Hope everybody is doing well amidst some turbulent times we are seeing now.

I was personally quite taken by this scene near my office yesterday night to see so many taxis queuing up the whole night and little customers in sight. I guess everybody is all working from home or driving (if possible) so the lack of supply of customers.

Economy is definitely taking a toll locally in a shutdown as all business are very affected and our government piling in money which is a very nice albeit small comfort in such troubling times.

Yay for this! 

I guess it is a good boost to my war chest now and nice perk to everybody now, press on!

More to the markets: as of now I have been really influenced by this take here, when will we see aggregate demand return to pre-virus levels? I think this is really the fundamental reason coupled with unemployment is why I believe we will see more red in the short term.

But most importantly, let's stay safe!