First off i'll say i love reading everyones posts here each day.
My thoughts are yes a V shape recovery is possible, but the gradient is still so uncertain at this stage. the difference from every other downturn previously had is that there has still been a market somewhere that have remained insulated, allowing for some leverage to get a country/industry/etc out of the hole quicker. This time though it seems to be that everyone is in the same boat making it harder to A) stop the downward slope and B)for the recovery.
Maybe parts of asia which have implemented stronger isolation and testing regimes will be the leaders in the recovery but with so many markets down i feel that could could still take some effort.
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- The Brains Trust - 2020
The Brains Trust - 2020, page-747
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