Added to YB: 2026-07-22
Pitch date: 2026-07-22
JETS [bearish]
ETF Series Solutions - U.S. Global Jets ETF
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Company Info
ETF Series Solutions - U.S. Global Jets ETF is an exchange traded fund launched by ETF Series Solutions.
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Aggressive Portfolio New Hedge: Short JETS; U.S. Airlines Are Vulnerable Here
JETS (short): 2.5% short as oil-price hedge vs airport longs. Airlines destroy shareholder value full-cycle; AAL a zombie (-$6 BV/sh, $67B liabilities), ULCC/JBLU near-zero, LUV overpriced at 16x. DAL/UAL froth from ULCC decline & forced supply discipline set to reverse. Iran tail risk = 20-30% downside.
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