I love to talk shop with Tyler and Kelly.
We covered the non-event of Peltz having a fit over profitability - I say the cash burn worked. Now if the stock price will only go up.
Nike is winning, direct to consumer is strong, China is opening up, and dollar is weak. So, stocks that have big non-US sales with China customers should have a tailwind. Same with EM in general.
American I'm not so sure about. They have to increase the amount of seats they have to sell, which involves more pilots, more planes, and most of all more business class seats. I'll take a pass - they seem to cancel my flights too much!