Not a Textbook Recession, The EV Outlook, and Trading the Travel Sector 6/17/22
Stocks higher after yesterday’s sell-off, but slowdown fears still loom. Why one economist says it won’t be a ‘textbook recession.’ EV demand is strong, but the stocks are getting crushed. We explore what’s behind the divergence. Plus, trading the travel names—why hotel stocks are a buy, despite consumer concerns.
June 17, 202244m 5s
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Show Notes
Stocks higher after yesterday’s sell-off, but slowdown fears still loom. Why one economist says it won’t be a ‘textbook recession.’ EV demand is strong, but the stocks are getting crushed. We explore what’s behind the divergence. Plus, trading the travel names—why hotel stocks are a buy, despite consumer concerns. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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