Cruise Industry Overcapacity On The Horizon

One way to gain confidence in the pricing power of a specific type of business is to understand factors like spare capacity. Another way is to study the history of price changes in response to changes in supply and demand. In a post-COVID world, overcapacity is likely to haunt the cruise industry as capacity outpaces demand. It will have a depressing impact on stock prices unless much more capacity is removed in the years ahead.

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Dan Amoss

Dan Amoss, CFA, tracks aggressive accounting and other red flags that markets miss. He’s a student of the Austrian School of economics and Daily Reckoning fan since 2000. Agora Financial relies on Dan for macro market commentary as well as profitable plays like his 2008 call to readers to buy Lehman Bros. puts, which...

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