The Pomp Letter
The Pomp Letter
It Is A Good Time To Be A Customer Right Now
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It Is A Good Time To Be A Customer Right Now

To investors,

There has been a lot of speculation on COVID-19’s impact on long-term consumer behavior. Will people buy the same goods and services, at the same rate, from the same businesses, in the same way in the future? The short answer is that no one knows.

An interesting perspective that is less discussed is that consumers may be forced to change the…

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