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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Thông báo miễn trừ trách nhiệm
Thông tin và các ấn phẩm này không nhằm mục đích, và không cấu thành, lời khuyên hoặc khuyến nghị về tài chính, đầu tư, giao dịch hay các loại khác do TradingView cung cấp hoặc xác nhận. Đọc thêm tại Điều khoản Sử dụng.