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I like to look at the market, news, etc from a long lense. I noticed yesterday CNN didn't have 1 headline about covid all day. They have now made a little tab that you can go to. I'm not predicting anything. I'm stating. The MSM has now started to talk about it less. The fear will fade with lack of coverage. Most importantly, the political side that is driing the lock downs etc, will start saying we need to open up. Notice what Cuomo said about NYC yesterday. One other indicator is the Delta CEO stating that they expect a positive cash flow by the spring. He's seen the sales numbers for the spring. The recovery could be quicker than you think if nobody is reporting about all humans dropping dead spontaneously.Originally Posted by Roy Biggins
I’ve been leaning towards optimism in terms of our industry’s recovery, but I think I’m coming to the realistic conclusion that we have a very long, long way to go. I don’t see these numbers coming up significantly for quite some time. The vaccine rollout seems clumsy at best. I’m not even sure how many people will actually take it. And then we have 50 state governments doing their own thing, not to mention all the international restrictions. Now I’m starting to see this taking years. I really, really hope I’m wrong.