What will people do when it is all clear to travel? Will people go away? Or is that a chimerical wish on the part of a whole service industry dependent upon what Americans do best: spend money on travel and leisure?
These questions are at the crux of a huge number of moves, everything from Marriott (MAR) to Disney (DIS) . But the most important piece of the puzzle is the big-ticket industry that has a huge amount at stake: aerospace, specifically the airlines and Boeing (BA) , the company that makes what the airlines need if people go back to their old ways and that is a holding of my Action Alerts PLUS charitable trust.
Oddly, in a world ruled by facts, figures and spreadsheets it all comes down to two sentiments: optimism and pessimism. Will people be too scared to travel, scared of getting the disease, or