Fundamentalist

Oct 21, 2026 · bullish

United just (https://www.cnbc.com/2026/10/21/united-airlines-biggest-airport-lounge-houston.html), including a 54,000-sq-ft lounge. This is not defensive capex. This is a company confident enough in premium cabin demand to lock in $2.6B of fixed costs while energy prices remain elevated and rates are still sticky. Six months ago that signal would have screamed recession hedge.

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