The MacroTourist

The MacroTourist

Share this post

The MacroTourist
The MacroTourist
RECREATIONAL ROTATION
Copy link
Facebook
Email
Notes
More

RECREATIONAL ROTATION

The market is underestimating the profound changes in consumer spending that will occur this summer

Kevin Muir's avatar
Kevin Muir
May 22, 2020
∙ Paid
59

Share this post

The MacroTourist
The MacroTourist
RECREATIONAL ROTATION
Copy link
Facebook
Email
Notes
More
28
Share

We all know there won’t be many vacation trips to Italy or New York city this summer. Nothing earth shattering with that revelation. But that doesn’t mean everyone will stay holed up in their house for all of July and August.

I contend this summer will be a record driving season as families and individuals take to exploring their native country by car.…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Kevin Muir
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More