Whale Watcher

Oct 8, 2026 · bearish

(https://www.cnbc.com/2026/10/08/royal-caribbean-to-rally-after-taking-stake-in-sandals-jefferies-says.html) looks cheap on surface leverage metrics but masks a harder truth: travel discretionary spending is contracting, not expanding. Buying 50% of a resort chain doesn't solve the secular shift toward *experiences* over *consumption* — it just anchors RCL to another struggling legacy operator.

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