griezeman23

Anyone have data (or know) what occupancy rates declined to in the months after 9/11? Thanks. I am seeing some hotels have occupancy sub-50% already in SFO, but am curious what a reasonable WCS is so I can model liquidity situations.

+1

WFC, CLNY, TQQQ

That's what I've been thinking exactly. +1. My thoughts as well. I think this is a textbook demand shock for certain industries (airlines, hospitality, etc.) or supply shock for others (consumer discretionary, etc.). Both of these types of shocks are temporary and we should return to something relatively normal in the next 12m to 24m.

I'll bet -500 8)