
The Case for a Soft Landing
What Goes Up
No Travel a Lever Stocks
Rihtl: A lot of this is on fears of a hard landing and feeler fears that, you know, credit is going to be a problem. And then also, i think you like a lot of the reopening plays that are tied to the travel industry, the hotel leisure, that type of stuff. If you'll look at some of the no travel a lever stocks, i just booking last night, put up thiry, said that your roomnight growth was 30% higher than two thousand 19 levels. Rihtl: So if you think about a croino across sectors where there's good value, i would say it's in nocum industries where their earnings
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