• Kenny

Staying upbeat on day 14 of the circuit-breaker

Days like these make you think a lot about how adaptable humans can be. You can keep us at home and restrict our movements, but some way or another, we will find the means to make do with what we have and some times even improvise - like I've come to learn that you don't need to go to Yoshinoya for a beef bowl, you can easily make one at home with a gyudon packet from Donki.

And instead of my usual cup of magic, my mornings are spent by the window with a butter cookies dipped with a strong dose of Nespresso.

Surely productivity across companies must have gone down during the last two months. Not solely because people are confined to working from their homes and are distracted by other chores, but largely because most of everywhere else in the world has basically come to a standstill. It's hard to say which is which but I think one drives the other.

Where do we go from here? I don't think we will stay this way for long. Peer-to-peer interaction is still very much the core of civilisation. I was watching a property webinar today on how the real estate market has basically weathered every known recession since 2000. One of the anecdotes that was shared was:

Do car accidents deter people from driving on roads forever? No. People don't stop driving just because of one or a few accidents. Humans are adaptable. We invent traffic lights, implement anti-lock braking systems, we impose harsher penalties on errant traffic offenders and we educate the general public on road safety - but we certainly won't ban people from driving.

If life throws us a curve ball, we adapt. If the virus takes away in-person meetings, we use Zoom. So we can't eat outdoors, we just call for food deliveries. Businesses will find a way to re-purpose themselves e.g. makers of luxury goods will make masks; airlines will continue to operate by transporting cargo and private car drivers will do step up to fill any additional demand for food deliveries during this period. Doctors around the world continue to test and treat patients everyday.


So maybe the optimism in markets these days isn't so much about whether stocks have 'bottomed out' or if scientists around the world are on track to find a cure for the virus. There is just too much we can learn about these pathogens. They evolve and even if we suppress them today, who knows what lies in store for the next few decades.

But for now, the world looks hinged on the confidence of our survivability. Such is the adaptability of human beings. And in days like these where people are dying by the thousands everyday from the virus, rather than be a sourpuss, sometimes all we need is just a little optimism.



Sunday, October 18, 2020

In 1990, a psychologist quoted in the New York Times reported that people “turn on the TV when they feel sad, lonely, upset or worried,...

Sunday, July 26, 2020

Good investors are first and formost by nature: business people. They should be entrepreneurs, owners of businesses or have been placed...

Thursday, July 23, 2020

IB isn't only about late nights & number crunching, but also the toxic & condescending environment one has to put up for many years to come.

Saturday, July 4, 2020

There’s nothing you should regret in life - all the good things that you have today are a result of everything that has happened....

Wednesday, March 4, 2020

Money is the one thing that you can always replace any time or at some point of time in the future - money is just money.

Friday, August 2, 2019

More than three years since I started out, I discovered a new-found respect for the many areas of businesses which are presumably...

Wednesday, December 31, 2003

Learning, knowledge and staying up to date with the news and what's going on in the world is your own personal responsibility. The same...


  • My LinkedIn Page
  • My Twitter
  • Instagram