Marriott a hotel pick on consumer snapback into late summer
I would look at the hotels. Stocks like Marriott look great to me.
0.00%between now and late summer
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Mark Newton CMT
@MarkNewtonCMT / appears on thoughtful-money, thoughtful-money, thoughtful-money, thoughtful-money, thoughtful-money, thoughtful-money, thoughtful-money, thoughtful-money
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Ralph Lauren leads beaten-up apparel snapback within consumer
most of the booking companies and most of the apparel within consumer starting to do very, very well, like Ralph Lauren, for example, other stocks like that.
+3.82%between now and late summer
US stocks rebound and strengthen versus rest of world by Q4 as AI and energy lead
The US, of course, you know, leads the world right now in AI as well as in energy infrastructure. So I would sense that, you know, eventually it should be right to favor the US over most of Europe.
+1.32%by the fourth quarter
Agent-readable speaker
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}AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.