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One of my fascinations with eCommerce is that it’s asymmetrical. There are retailers that you’ve never heard of. They’re selling eight figures in products per month. They just forecast correctly, sell, restock, and grow. You’ve never read a Fast Company feature about them. — Web Smith (@web) April 8, 2020

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I have a question. I keep seeing all these retailers (or brick & mortar places) who are not paying rent. How does that play out going forward (if anyone knows)? Like do they pay back rent when over or just not pay? TYIA — Helene Meisler (@hmeisler) April 8, 2020

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1) We are at a critical juncture for the market. The events of the next month will shape the next year. In 20 years of investing, I've never seen such high sensitivity to initial conditions and such a wide range of outcomes with no real precedent to help guide thinking. — Gavin Baker (@GavinSBaker) April […]

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This is undoubtedly the easiest money environment in our lifetimes. Investing is hard because there has been so much underlying damage that many industries and companies cannot be saved. B malls are gone for good. It is unlikely that they reopen at all. (thread) — Michael King, Returning Chairman $TSLAQ (@WallStCritic) April 8, 2020

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“Legendary” hedge fund manager – who warned against concavity, bet on convexity, won $$$ – is now critical of those warning against concavity. Let me spell it out for you, not rocket science: he has a shitty portfolio and wants to get bailed out. Selfishness. Not rocket science — LST (@LongShortTrader) April 8, 2020

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The markets are so fast, we priced in the recession in 15 days and priced in the recovery in 11 days. You don’t even have time to think or analyze. You have to have buy/sell lists ready on the spot. — GreekFire23 (@GreekFire23) April 6, 2020

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Everything is being pushed back to the fall. Masters tournament, conferences, music festivals, work meetings. We should be thinking this through. What happens with so many competing events happening within a 4-month period? — Amy Webb @ 🏠 (@amywebb) April 7, 2020

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Businesses renegotiate contracts all the time, for many reasons, and the attempt to renegotiate a contract is both a) not a refusal to honor the original contract and b) not a thing you should, in general, be particularly offended by. — Patrick McKenzie (@patio11) April 7, 2020