The Financial Collapse of 2001 Unwinding Message Board

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Strategies & Market Trends : The Financial Collapse of 2001 Unwinding

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To: elmatador who wrote (4706)	3/11/2020 9:30:41 AM
From: robert b furman	Read Replies (1) of 13803

Hi El, I'd expect a huge rush on debt refinancing with this collapse in rates. With cargo containers stacked up everywhere except their intended delivery location, there is going to be a catch up phase of tremendous activity. I'm thinking that will absorb whatever oil glut there is out there. At these prices everyone should be topping off. A "one off" earnings set back with robust guidance for the summer. A pent up demand will spur additional production ( except perhaps toilet paper ). The world will have cleaned and sterilized - nice. Bob

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