Tag: #RevengeTravel

Earnings Winners 😃 & Losers 😖

May 2, 2021May 4, 2021 Ryan JueResearch, Weekend Update#COVID19, #COVIDRecovery, #Earnings, #RevengeTravel

💪 Domestic pandemic recovery strong. As cases continue to rise globally, 🇺🇸 #COVIDRecovery momentum strong. #Earnings winners saw reopenings and increased spending drive beats. Even #RevengeTravel got a boost with Europe likely opening to vaccinated Americans in summer. 🤢 International pandemic recovery not so much. #COVID19 continues to surge internationally with new all-time case highs. Companies with large international exposure were #earnings losers often Read More

Value is the new Growth

March 31, 2021 Ryan JueMarket Musings#Back2Work, #COVID19, #COVIDRecovery, #Flight2Safety, #Reopening, #RetailInvesting, #RevengeTravel, #RisingYields

The first quarter of 2021 is a wrap! While the overall S&P 500 is up +6% this year, it’s been a roller coaster if you breakdown the components. Let’s take a look at our overall 2021 theme #Flight2Safety. S&P 500 Value stocks are up +10% YTD. Meanwhile, S&P 500 Growth names are only up +2%. Read More

Correcting the Correction

March 9, 2021March 9, 2021 Ryan JueMarket Musings#COVIDRecovery, #Flight2Safety, #RetailInvesting, #RevengeTravel, #RisingYields, Commentary, Market Musings

While markets surged today, high growth stocks had been under siege for the past several weeks. Before today, tech heavy NASDAQ fell over -10% from its peak on Feb 12 while the more diverse S&P 500 fell less than -3%. Today, NASDAQ’s Herculean rebound recouped part of the loss, but still remains down -7% from Read More