[Capt. Tom]

“Carnival (NYSE:CCL) led the way lower with an 11% decline”

Down 3.86% today”

I figure in about two more weeks we will have a handle on how this virus variant will play out.

Cruise lines have to also worry about the stability of this country economically, and our demented President. -Tom

[No_Mas_Obama]

Another factor, I am not sure if any of these companies illegally mandated the vax for their employees. If they did, they will have endless long-term legal liabilities based on the long-term medical harms caused by ineffective vaccines across their large number of employees. I have heard someone compare this problem to a number of industrial companies that were wrecked by asbestos lawsuits in the 80s and 90s. This will be another painful lesson to shareholders of companies that went along in order to appease a fradulent US administration.

[Bernard]

As we enter the annual northern hemisphere flu season, the important indicator will be how severe shutdowns are in various states. So far, I'm not hearing about anything in Illinois, but that could change quickly. And when that spreads across other states that imposed severe lockdowns last winter during the flu season, what will happen to cruises and other recreational activities? Biden would have to consider all of the implications of another winter of shutdown and whether Congress would have the stomach for another round of stimulus payouts to keep the unemployed quiet again.

I would expect, in a rational normal world, that the country will not lock down but I am not seeing rational behavior among the fear porn peddlers.

[entropy12]

Got back today from a 4 day cruise on RCCL’s Independence of the Seas ship. Passenger capacity 4375, one of the staff people told us there were 2300 passengers on ship. So barely half full. Covid protocols on ship were good, no masks in dining rooms and bars and the main floor of theater, or any of the outside areas. Passengers wore masks mainly in elevators and hallways and anywhere children were present (very young kids are not required to be vaccinated to board the ship).

Staff was exceptionally friendly, no crowds anywhere, quality of cuisine was very good, and we saw 2 amazing shows, one on ice skating rink and other was “Grease”.