Great article! I was wondering the same. The current position in the markets might be just a dead bounce. I believe we’re in much needed bear market right now. And the prices have dropped instantly and significantly. A bounce happens after every big swing. And this one might just be dead.
I’d be super vary of any investment in the next year or two. We have no clue where this the crisis will lead.
Assuming that business will go back to a previous normal in a few weeks is Borderline delusional. Who’ll travel to Spain for a vacation this summer? Who’ll buy a new house? A new car? People are barely scarping leftovers to pay rent and stock on food.