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Mike Wilson: Reopening - It’s All About the Execution

Thoughts on the Market

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Challenges and Uncertainties Surrounding Reopening and Recovery

Exploring supply chain issues, labor shortages, valuation risks, and demand uncertainties in the current recession and recovery phase, with a focus on the quick rebound in retail sales and employment rates, along with concerns regarding the sustainability of the demand surge and potential payback effects on consumer spending post-pandemic.

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