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The Most Powerful Man in Washington Stays Put, How to Buy a Correction (with Tony Dwyer)
The Compound and Friends
Can Travel Make Up for a Slowdown?
The key driver is interest rates are so low. Can travel make up for a weakness in, let's say, durable goods or a compative weakness in durable goods? Like next summer, what if everyone's spending money on vacations? Is that enough? I find that hard to believe based on the current sentiment. If you have income plus stimulus, plus some kind of economic growth, even on a partial shutdown, I think the negative comparisons will be mitigated to some degree.
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