RECREATIONAL ROTATION

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

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.…