Airlines really looking strong the last week. I dumped my leverage bull indexes this morning. I'm still really bullish but don't want to be leveraged long with no hedges after the easy recovery back to record highs.
I like airlines so much I wont be very diversified. I got an idea what pricing is going to look like on air travel on New Years Day and they are about to make bank. Really like American because their fleet is so new and they have so much debt. Think the current environment of inflation and a fleet that wont have to worry about decreasing flights is a really good position to maximize potential. They all look really good to me though.