A16z have charted COVID in the following areas:
Liquidity and lending
Small business impact
Social distancing pursuits
“And in looking at the data for the top 100 banks, we’re not seeing any significant increase in credit card charge-offs, which is often a canary in the coal mine for bankruptcies. It’s a stark divergence from the last recession—bankruptcies tripled from 2007 to 2010. This time around, the data gives us reason for hope.”
“When some states recognized golf as one of the few group sports that can be played outdoors while maintaining social distance, a new wave of bored, homebound amateurs threw on polos and hit the links. Since May, almost 98 percent of U.S. courses have opened, spurring a significant monthly increase over 2019’s numbers. Still, golf is not an inexpensive hobby. Due to this flood of newbies who are eager to leave the house—but perhaps not yet willing to shell out significant cash for their newfound hobby—there’s evidence of a growing market for used golf balls. As consumers seek budget-friendly ways to shop (and may be avoiding physical retail stores), we’ve seen an uptick in interest for certain niche secondhand goods.”
“Similar to pool financing, families are looking to boats as a way to have socially-distant fun during the pandemic.”
Read the full report here.