Investors Need to Act Fast on the “Social Proximity” Trade

The world has been living under “social distancing” rules for two months now – even longer in some places. It typically involves staying at least six feet away from others and avoiding crowded spaces. The good thing about social distancing is that it’s a proven tool for fighting pandemics and preventing new outbreaks. But from a financial perspective – which is our perspective – the bad thing is that social distancing forces a lot of great businesses to set out the “Closed” sign. The good news is that some of these businesses are already showing early signs of roaring right back. In tomorrow’s Monthly Issue of Early Stage Investor, I explain how this meteoric rebound is creating the best opportunities.