Be aware - This trade relies highly on the idea that world governments will implement Covid Lockdowns near the end of this year.
If the tide doesn't turn towards lock downs I would be wary of following this set up.
Shorting Boeing On account of impending travel restrictions once more.
Boeing is good because of its close ties to the military-industrial complex, 39% of its revenue is from defense contracts, 32% from commercial airplanes and 29% for services like supply chain logistics, training systems, engineering.
So assuming a lockdown does start again I would think that the defense contracts wouldn’t be enough to keep the price up.
I’d bet on it declining, but that really depends heavily on if we do go back into lockdowns.
If the tide doesn't turn towards lock downs I would be wary of following this set up.
Shorting Boeing On account of impending travel restrictions once more.
Boeing is good because of its close ties to the military-industrial complex, 39% of its revenue is from defense contracts, 32% from commercial airplanes and 29% for services like supply chain logistics, training systems, engineering.
So assuming a lockdown does start again I would think that the defense contracts wouldn’t be enough to keep the price up.
I’d bet on it declining, but that really depends heavily on if we do go back into lockdowns.
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免責事項
これらの情報および投稿は、TradingViewが提供または承認する金融、投資、取引、またはその他の種類の助言もしくは推奨であることを意図したものではなく、またこれらに該当するものでもありません。詳細は利用規約をご覧ください。