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Weekend Digest #252: (Earnings Round-Up, DFS & Credit Metrics, Time To Short Airlines?)

Weekend Digest #252: (Earnings Round-Up, DFS & Credit Metrics, Time To Short Airlines?)

Earnings reviews, keeping tabs on consumer spending, why airlines are set to plunge from here.

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Ian Bezek
Jul 24, 2023
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Ian’s Insider Corner
Weekend Digest #252: (Earnings Round-Up, DFS & Credit Metrics, Time To Short Airlines?)
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Summary

  • Checking in on earnings from aggressive portfolio holdings including Bladex, Lockheed Martin and Roper among others.

  • Discover's earnings and broader implications for the economy.

  • We're getting close to the peak on the travel recovery theme -- stocks like cruise and airlines seem set to drop from here.

  • A reminder on why I never want to own airline st…

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