ICE
Intercontinental Exchange Inc.
stock NYSE

Need these calls to hit before they deploy the shock glove ICE on the poors

a leap is an option where the expire is far out about 1-3 years, in case of Hertz this is at least for me a bet on restructure from the EV desaster back to ICE cars.
Long dated options can be very expensive but for htz is't very good

Marriott's last earnings caught my eyes, as the layman would assume travel was down since inflation is up, jobs reports are BS, and ICE didn't exactly create a super fun travel climate for everybody. With oil prices increasing flight prices as well...didn't think this would happen.

However, overall they did better than you'd expect with the following points, which were similar for the sector:
* ***Second quarter 2026 RevPAR***^(1) ***increased 3.4 percent worldwide, with 5.0 percent growth in the U.S. & Canada and a 0.5 percent*** ***decline in international markets***
* ***Second quarter reported diluted EPS totaled $2.90 and Adjusted diluted EPS totaled $3.19***
* ***Second quarter reported net income totaled $766 million and Adjusted net income totaled $844 million***
* ***Second quarter Adjusted EBITDA totaled $1,592 million***
* ***The company added roughly 17,900 net rooms globally during the quarter and net rooms grew 4.5 percent from the end of the second quarter of 2025***
* ***At the end of the quarter, Marriott's worldwide development pipeline reached a new record and totaled nearly 4,200 properties and approximately 629,000 rooms, with 44 percent of pipeline rooms under construction including hotels that are pending conversion***
* ***The company repurchased 3.0 million shares of common stock for $1.1 billion in the 2026 second quarter. Year-to-date through July 29, the company has returned approximately $2.6 billion to shareholders through dividends and share repurchases***

Overall, what are our thoughts on the travel sector going forward in 2026-2027? Airlines are doing well, Boeing just bought a stake in Archer Aviation, and cruises are still cruisin'.

I'm down to put 20% of my portfolio spread between a few tickers in this sector if you all have a convincing argument.

TL;DR: Green Pepe Boners for Travel?

The government or the companies that collected your data are using it in their own silo. They are sharing it with a third party to further their own business or strategy,they arent magically mixing it with other entities.
If the government has your data they just have it, whatever they do with it within their own ecosystem is their choice, there's no controversy there. Its not like the government is saying ohh,we have all this data,hey Palantir,go to your Walmart customer list and cross reference the tax returns against shoppers buying big ticket items at Walmart. They are saying hey, we're going to use this ICE data with the tax records to make some connections. While I don't approve of ICE at all, it's just the government using data they collected .. it's the collection methods and lack of accountability that I have major issues with.

Das habe ich schon so oft gedacht: das kann er sich nicht erlauben.
Venezuela, Grönland, ICE, Eppstein!!!, Zölle, selensky im oval office vorführen, die fed beleidigen, Medien verleugnen, lügen das sich die Balken biegen.
Und er ist immer noch da. Irgendeine wahnsinnig große Macht will, dass dieser "Mann" über das Weltgeschehen bestimmt.

To find a tolbooth with elite metrics under 25x is too rare to non existent.
The market is too volatile and everyone is currently confused due to AI disruption, and that creates really rare opportunities. And I think SPGI is one of them. I loaded up the truck with SPGI, zoetis, roper, ICE, copart, WKL, RELX, etc…

indeed. the request for a 1.5 trillion budget for the army and his private militia (ICE), will ensure this