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The Fed vs. Fiscal Policy, Disney’s Strategy Shift, and Stocks’ Goldilocks Moment? 7/13/23

The Exchange

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Delta's Market Perform on Jet Blue and Spirit

We're seeing this trend to more travel longer duration trips lasting further into the season so instead of that cliff after labor day going into october especially when you can work from anywhere. For a company like delta there's a really good opportunity here because they're 60 40 domestic international and as they get bigger in international markets with their joint ventures and their own metal you'll see that shift. International ticket prices are generally higher than domestic or this probably like the most obvious thing i could say right.

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