
A warning sign from Southwest, and digging in on the next move in rates
CNBC's "Fast Money"
00:00
Delta and L U v - What's the Difference?
L u v and delta are the two companies that, going into the pandemic, had investment grade balance sheets. Both names seem like they're more at the end of this cycle versus the beginning. We've had some seasonal slowdown, so everyone's going back to school. I think it's been telegraphed. So these are more of a biable event versus a sellable event right now.
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