The inflation is red Hot, so stay away from Companys that sells tings and Goods... And start Fokus on Companies that provide Services. -Consumers will be faced with a dilemma. Do i want to go and by a new Car, or redo my Kitchen or buy a new computer or a new Cellphone. All of the things we bought online through Covid...because we were stuck at home. Amazon. NIKE. and everything else product we were buying.... Online Shopping. We where not buying services, only products.
Now People want to go out. and they want to go fast. They want to go on vacation again and they want to hit that basebal arena again, and that Concert again.... -They want to go on a camping trip, They want to go to Disney... -They want to do something....
And with today,s Gas prices. Guess what...... -That is my analysis of the consumer..... I Think services like AirBnb. -Some Discount Airliners -Ev-charging (Infrastructure), for cheap charging might be more frequent....
I Guess Consumer Travel will pick up a lot...
I Therefor expect Growt Service companies like CRGE will do great going forward this summer and Year. at Least.... In the Meantime The Grean deal Politics and the Green Bills also makes this Narrative much stronger.
