![]() I’ve written previously about the impact of work from home on specific technology stocks, such as Zoom. ![]() First, the instantaneous shift to work from home for an entire industry in New York, London, Hong Kong and beyond, and second, the reality of a deep recession forcing us all to reevaluate the long-held idea that using these terminals is just the (high) cost of doing business. Having indexes drop 30% over the course of a week and then rebound over the next few months brings a lot of viewers and eyeballs to news services, but has also exposed two fundamental weaknesses in the thesis that portfolio managers and analysts will continue to use this mainstay of equity and market research. ![]() Coronavirus Exposes Weakness in the Bloomberg Terminal Modelīloomberg’s terminal business has been scrambling to react to the new reality of the coronavirus-impacted institutional investment market.
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