Recent trip to Mexico City for a few days.
Hands down one of the best cities for food I've visited. Literally restaurant after restauarant, hit after hit 🤣🤌.
Particularly liked the Polanco & Roma Norte areas - safe, clean and tons to do.
The Teotihuacán hot air balloon over the Pirámide del Sol, also probably a top 3 tourist experience I've had to date 🔥.
@England@FIFAWorldCup Will genuinely have no words if this German fraud has left out Maguire for fucking lampost Dan Burn. Makes Southgate look like Guardiola
@Ryan01020304061 Allows small countries but with strong football population to host the tournament. Portugal are a massive footballing nation but don’t have the size or infrastructure to host the tournament by themselves.
Recent trip to Portugal for golf.
Praia D'el Rey Golf Course
Royal Óbidos Golf Course
West Cliffs Golf Course
Some of the best looking golf courses I've seen in Europe & hardest I've played 😂🤌
$AAL could be a decent high convexity trade over the summer and Q2/Q3.
2 potential catalyst of lower oil prices (at least back below $80) and 2026 world cup increasing domestic flight demand (AAL is the main world cup partner).
Of course the 1st catalyst only worthwhile having if your portfolio is well balanced with trades assuming the on going conflict continues ( $CF , $AGRO , etc. are some good names).
The 2nd catalyst was being priced-in before the Iran conflict began at the end of Feb. Now seems everyone has completely forgot about the insane demand domestic airlines like AAL will receive this summer due to the World Cup. The first ever 48-team World Cup nonetheless...
Seems perfectly timed imo, TACO trump desparately trying to avoid higher oil prices. But in the meantime has allowed for a great entry point to reap the rewards of the 2026 World Cup (alongside the Olympics, a once in a generation catalyst for demand).