I'm seeing a ton of tiptoeing around Coronavirus. Frightened of being proven wrong, few are willing to paint a clear picture of how good and bad it could be, or even what a good/bad outcome even looks like. I can listen to someone talk about it for hours and come away with absolutely no clue what they think best-case / worst-case scenarios are. I can't even ballpark most people's estimates based on the way they're talking about it.
I'm going to try to be different. After a lot of thinking, reading and introspection, here's how I assess the situation:









