• Try The Macro Show!

    Live Daily Portfolio Coaching- New Member Offer

Below is a chart and brief excerpt from today's Early Look written by Gaming, Lodging, & Leisure analyst Todd Jordan

Through Covid we’ve mostly focused our efforts domestically and it has been fruitful. Sports betting is exploding but so have marketing and promotional costs – we’ve been negative on the space – while legacy brick & mortar casinos have undergone major business model changes, all for the better.  Accelerating leisure spend has been a big theme of ours and we continue to see better than expected leisure travel to benefit the OTAs and timeshare companies.  The global uncertainty will likely keep our focus here – there’s still a lot to do.

CHART OF THE DAY: RUB/USD is Down -21% in The Last 5 Days - rub1