Business
We are seeing strong green shoots in travel / leisure stocks as covid-19 cases come down, US hospitalization rate improves, progress for vaccine improves, and most importantly people finally become accustomed to wearing a mask and going about their normal life. Several travel data points discussed, all showing sequential improvement and large call buyers are starting to step into the group. Stocks discussed: $MAR $HLT $BKNG $EXPE $TRIP