Crusin for a Brusing ?

2024年10月23日

Every WS firm is positive ( also big recent bond underwriters) and the group is up 35-50% in short run....WGO just warned going forward.... MAR weakening, and these are early canaries in the mine signals....disposable CC debt up at highs, Theme parks under pressure, and COVID has returned (people getting sick /post taking a cruise) -Which are very expensive and becoming crowded frivolous expenditures....especially with families.....so yields are weakening.... Thinking if mkts pause a bit, these could be ripe for profit taking, pull backs. (short) Warning: Short Interest is high in the group- vol too

2024年10月24日

註釋

short cruise- not mar

2024年10月24日

註釋

also if people are cutting back on iphone, travel and other discretionary spend like theme parks -expensive cruise ships full of covid are one thing people might cut as well