**…and it will be a market-moving event for the entire airline industry.**
TSA releases checkpoint travel numbers every day at 9am [here](https://www.tsa.gov/coronavirus/passenger-throughput). We’re at the cusp of eclipsing 2019 throughput and tomorrow will put us over the edge for two reasons:
1. The trend is steady – traveler throughput has been rising ~3.8% week over week (WoW). Weekend and Friday travel has been recovering at a faster ~4.1% WoW rate.
2. 7/2/2019 was a bit of anomaly – far lower that expected – so tomorrow’s throughput can actually *drop* by 2.1% (I’d give that a 5% chance, at most) WoW and *still* beat 2019.
So, if you have faith in the 24-hour news cycle picking up this event and rejoicing, you can expect it to make some green waves when markets open on Tuesday. Load up on discounted travel recovery stocks.
For those who can’t read, here’s a pretty chart. The first/smaller circle is 7/2’s eclipse. By 7/25, assuming the trend doesn’t suddenly reverse course, this will become a regular occurrence.
* SAVE 7/16 $35C
* SAVE 8/20 $35C
* SABR 7/16 $13C
* SABR 1/21 $18C
* 4K SAVE shares
* 10K SABR shares
EDIT [7/2]: At least one half of the theory is correct – travelers set a new record. Now it’s up to the media. We shall see 🚀