out of left field.
we've got matthew harrison with
morgan stanley on.
we'll ask him what he thinks
about that in just a minute.
i want to talk about transport
stocks
our rbi is about air travel.
transports have been red hot
they're hitting in your
technical terms, the golden
cross.
are the transports telling you
that more gains are ahead?
>> they are not telling us that
yet, but nonetheless, i own
american airlines.
i own boeing, so it's going to
be really interesting to see
these names are really born the
brunt of covid-19.
yes, as we're seeing the tsa
numbers, i know you quoted them
early.
we're not quite at a million
passengers per day
seems like we're going to be
there in a week or so.
that's positivity.
these names, talking about
catching a falling knife after a
while, but when you see the fed
or the government come in to
help these airlines, that puts a
little bit of essentiality in
these names.
i think that's withbeen a prove
story going all the way back to
the financial...