BOWL - End to Mandates Means Business for these Sectors

Has the door finally been kicked open on the post-pandemic trade? While investors are watching inflation numbers and interest rates, there is an underlying story that could be very meaningful to the services and hospitality sectors. New York just announced it is lifting much of its indoor mask mandate as it joins a growing list of states that are speeding toward allowing individual choice. The impact of ever more consumers venturing out to restaurants, bowling alleys, vacation destinations, bars, etc., and then opening their wallets, may finally be creating an oversized opportunity. As the covid trade is seen unwinding and the post covid possibilities are presenting themselves, spending will shift, and so should investments. Read More >>