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Picture two businesses at closing time.

At one, a clerk replaces yesterday’s sale sign with a deeper discount. Yet, its customers have mostly gone elsewhere, leaving behind full shelves.

At the other, the business’ phone keeps ringing long after the lights go out. Customers want deliveries sooner, and the owner has orders to fill, machines to install, and too few hours in the day.

On a bad afternoon in the stock market, both businesses can lose value.