Succinct Summary: The economy has had a strong rebound, but the rising virus cases in some states are a cause for worry. Consumers are fatigued from the virus but starting to accept that it may take a while for things to get back to normal. And the old normal may never return. Technology companies have been major beneficiaries of quarantine. Companies are "splurging" on tech. Editor's Request: This weekly newsletter is made possible by donations from our readers. If you like what you are reading, click here to donate (Our suggested donation: $10 per month). Help us keep The Transcript going.
Succinct Summary: Worries about the impact of the Coronavirus are at the top of mind for management teams. The positive thing is activity is picking up in China and the impact is not expected to be long-term. Short -term worries persist, but elections may be the bigger long term risk to US markets in 2020.