Brian Stewart, welcome back to Wall Street Breakfast.

Always great to talk to you on these weekend or nearly weekend editions.

Yeah, great to be here. Thanks a lot.

So you were just mentioning that you actually have some optimism

in your purview of the markets this week, which is very exciting, not so much optimism. In the past few

months since the start of the year, perhaps maybe longer, talk to us about where that optimism is

coming from. Sure. As I was sifting through the earnings and

other news items this week, I think things are less egregious than they've been sort of over

the course of the year so far. I think there's reasons to have some rose tinted glasses

on for this week. I think one of the standouts was Disney,

up 11% following its earnings report. That was earlier this week, but it's following up today

with a 3% rise. So there's no give back from that large earnings pop. Meanwhile, the company

beat expectations. It showed pretty strong streaming efforts.

That's important for Disney especially because they're planning an ESPN focused streamer

to come out this fall.

So to be able to monetize their streaming assets is important with that coming.

Another headline that came out of that was plans to build a new

park this time in Abu Dhabi. And that's, you know, a long-term thing. It's not going to be out.

It's not to be built and open until the early 2030s. But it's still a sign of confidence in overall

travel. And I don't think it's a coincidence that airlines are up significantly today.

So United is up, UAL is up 6%, American is up 6%, Delta is up 7% today. And that's after already

being up. So all those airlines were up in the previous five days as well. And I think that's just a general view that that travel

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