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Pete W's avatar

Relevant to restaurants, hotels, cruise lines, airlines, retailers, plus tickers like LYV. They’re all in for a rough patch.

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Mike Gentry's avatar

In my view outperformance of the equity markets in the face of a slowing economy is a reflection of our nations burgeoning wealth gap. The vast amounts of new money in the last five years, most of it captured by a small minority, would probably account for much of this phenomenon. BTW, thank you very much for making your thoughts available in front of the paywall. I follow and appreciate you greatly.

Mike Gentry

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Some Person's avatar

Seems like the “this time it’s different” ingredient here may be a wealth gap of historic proportions. Would love to see stats on market participation by Main Street versus Wall Street.

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