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Wolframm Capital

North America

U.S. Lodging Stocks Are in Safe Mode

The DJIA fell 171 points while Nasdaq was down 86, the S&P 500 was down 16 points but the 10-year treasury yield surged again, up .14 to 3.34%. Lodging stocks were mostly lower. While AHT was the biggest mover, down -6%, VCSA and AINC were both up 5%. CHH fell -5% to a new low and MCG also traded down to a new […]

September 6th, 2022

North America

Business Travel Sentiment Still Lags

The positive start to the day deteriorated quickly with the DJIA ending the day down 308 points, while Nasdaq was down 135 and the S&P 500 fell 44 points. The 10-year Treasury yield ended the day flat at 3.11%. VCSA was the only major mover, down -9% on the day. STR’s consumer research in July 2022 produced telling insights into the state of business […]

August 30th, 2022

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