There are plenty of obvious reasons why future doctors and virologists will be reading about the coronavirus pandemic for decades to come.
But I think economists will be studying this era for the next 100 years, easily, and probably a lot longer. They'll have a field day analyzing the consequences of massive disruption to the world's just-in-time supply chain; the Glitch That Launched 10,000 Economics Masters' Degrees.
Right now, though, this situation means investors have some hard choices to make. Plenty of companies are not going to make it through this unscathed, no matter how much press you hear about "contingencies," or how the disruptions "aren't a big deal."
Earnings from this most recent quarter make it clear that there's some trouble brewing - and consequences that won't be put off much longer.
That's why I'm making a "Sell" recommendation on these shares today...