Covid-19 Trends Signal to Buy Now

September 23, 2021

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Key Takeaways

  • Covid-19 cases in the U.S. have formed four well-defined waves.

  • After each of the first three waves crested, airline stocks had strong breakouts to the upside.

  • We are in the midst of a fourth major wave (the Delta wave), which appears to have peaked in early September.

  • We view this as an opportune time to buy airline stocks, as they are likely due for another post-wave run-up.

  • The case to buy now is bolstered as private jet and international airline data have started to signal that U.S. air travel demand could recover pre-Covid-19 highs much faster than expected.


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