nyselvs
“Revenge travel” is taking off… The dumb way to play China’s reopening… The smart way to play China’s reopening… A warning from our publisher… Revenge Travel1. Are you a “revenge traveler?” You probably weren’t traveling much during the pandemic. COVID restrictions forced most folks to stay home. Q4 2022 hedge fund letters, conferences and more People are booking vacations again. They’re doing it in a big way… and it’s causing big moves in the stock market. There’s even a new buzzword for it—"revenge travel.” Worldwide tourist arrivals doubled in 2022 compared to 2021…. And they’re set to surg...
ValueWalk
With a recession coming, investors have to be more picky than ever.There are diamonds in the rough if you look hard enough.Analysts have identified serious upside in these two stocks.Investors everywhere are worried about the future of their portfolios, and for a good reason – there’s a lot of talk about a looming recession. The Fed has hiked interest rates several times this year in a bid to bring down inflation, but the rate increases look set to continue as inflation numbers have continued to be reported at record levels. The central bank obviously doesn’t want to cause an economic downturn...
ValueWalk
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