#RevengeTravel

Europe Energy Escalation

September 11, 2022 Ryan JueResearch, Weekend Update#RevengeTravel, #RisingYields, #UkraineCrisis

Markets shake off Russia escalating energy conflict

Risk ON

August 7, 2022August 7, 2022 Ryan JueResearch, Weekend Update#ChinaTension, #ConsumerNoConfidence, #InflationFears, #RecessionWatch, #RevengeTravel

Growth leads markets higher as S&P 500 extends July gains

Peaking Inflation Optimists

July 31, 2022July 31, 2022 Ryan JueResearch, Weekend Update#ConsumerNoConfidence, #InflationFears, #RecessionWatch, #RevengeTravel, #RisingYields

Strong July finish as opportunistic investors hope for inflation peak

Conflicting Consumer

July 10, 2022July 10, 2022 Ryan JueResearch, Weekend Update#ConsumerNoConfidence, #InflationFears, #RecessionWatch, #RevengeTravel, #RisingYields, #UkraineCrisis

Consumer confidence sentiment U-turn drives market recovery rally

Halftime Report

July 6, 2022July 6, 2022 Ryan JueMarket Musings, Research#ConsumerNoConfidence, #Dividends, #Flight2Safety, #InflationFears, #RecessionResilient, #RecessionWatch, #RevengeTravel, #RisingYields, #UkraineCrisis, Bear Market

Halftime 2022－we’re down -21% YTD with a recession looming. Where do we go from here?

Bearish Sentiment Tide Turns

June 26, 2022June 26, 2022 Ryan JueResearch, Weekend Update#ConsumerNoConfidence, #InflationFears, #RecessionWatch, #RevengeTravel

Market recovers as bearish recession sentiment tides recede

Soft Landing Optimism

May 30, 2022May 30, 2022 Ryan JueResearch, Weekend Update#COVID19, #COVIDRecovery, #RevengeTravel, #RisingYields

Easing Fed? Strong market rebound on improving inflation data and potential Fed reassessment after couple more #RisingYields hikes. Investors looking to call bottom, but we’ll see with macro data also deteriorating. Markets green with S&P 500 rebounding up almost +7% last week. Oh Snap! Snap negatively revised its outlook from just a month ago blaming rapidly deteriorating Read More

Keep Calm & Stay Invested

May 9, 2022 Ryan JueMarket Musings, Research#COVIDRecovery, #Flight2Safety, #InflationFears, #RecessionWatch, #RevengeTravel, #RisingYields, #UkraineCrisis

Market Musings 5/9/2022 Quick thoughts on the markets and major portfolio news. Not on Ursa yet? Download Ursa from the App Store! We focus on fundamentally strong investments with long-term time horizons to weather market down cycles Coming into 2022, market sentiment was already increasingly bearish with aggressive #RisingYields expected to combat surging #InflationFears. #UkraineCrisis Read More

Furious 50s

May 8, 2022May 7, 2022 Ryan JueResearch, Weekend Update#COVIDRecovery, #InflationFears, #RecessionWatch, #RevengeTravel, #RisingYields, #UkraineCrisis

Back in Correction Territory

May 1, 2022 Ryan JueResearch, Weekend Update#COVID19, #COVIDRecovery, #RecessionWatch, #RevengeTravel, #RisingYields, #UkraineCrisis

Recession worries. Big earnings week with >40% of our companies reporting. Main takeaway being #COVID19 winners like e-commerce and WFH giving way to #COVIDRecovery like travel. #UkraineCrisis pressuring near-term outlooks, but not derailing long-term prospects. Overall very bearish sentiment with S&P 500 down -3% for week. Correction territory (again). Markets wrap up a very bearish April. S&P 500 fell -9% in Read More

Tag: #RevengeTravel