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RetiredandTravel

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Everything posted by RetiredandTravel

  1. Thank you for the honest detailed review of your SB cruise. It is very helpful in our planning of future vacations. Unfortunately there are far too many recent reports of mediocre experiences on luxury lines given the price point.
  2. I'm not sure if you have a special situation but if you make your own flights arrangements you also forfeit the airport transfers. Other than that I agree with Flossie. In our experience the people executing the logistics at the hotels are farmed out not Regent employees.
  3. Definitely the trend. The "Don't fight the tape" lesson was a very painful one for me. Unfortunately Its also when I discovered my "Not always right but never in doubt" trait.
  4. But Sette Mari fills up quickly so to be assured of getting a table its advisable to be there when it opens that was the question
  5. I think 6:30, we usually get there a few minutes before that. https://boards.cruisecritic.com/topic/2758677-regent-explorer-restaurant-hours/
  6. Given the markets obsession with federal reserve policy there seems to be a strong negative correlation between US Treasury interest rates and stock index prices. The two year note appears to me to be a decent proxy for future Fed policy at this point, in September the two year started at a 3.45 yield and peaked at 4.31 on 9/27. The ten year went from 3.13 to 3.992 🙄over the same period. On September 27 the 9 day RSI on the two year went over 90 indicating to me a severe short term over sold (in price) situation. The ten year 9 day RSI peaked around 80 on 9/27, that indicates an oversold condition but in my opinion not high enough to be actionable, but hey its ~4%. I'm guessing the upcoming employment & inflation numbers will dictate whether we've peaked in interest rates (bottomed in stock prices?) or just had a short term bounce. Historical Fed Funds rates https://fred.stlouisfed.org/series/FEDFUNDS
  7. This is an extensive review of a recent Explorer Mediterranean voyage. It includes many menus which should be similar to the Voyager except for Pacific Rim. Someone to peak your interest while you wait for newer menus. enjoy https://boards.cruisecritic.com/topic/2878101-regent-seven-seas-explorer-athens-to-istanbul-full-travelogue/page/6/#comment-64054727
  8. Here is another thread on the topic. Good luck. https://boards.cruisecritic.com/topic/2883695-first-time-rssc-cruiser/#comment-64050566
  9. I thought the RCL bond refinancing was handled well at good rates. If RCL can start to get their balance sheet in better shape it may be a great entry point. Big if of course, so many unknowns. Barrons has a story on cruise line debt today (2 quotes below) "" In the bond market, some Carnival debt issues now have yields of 14% to 16%. Norwegian Cruise Line debt yields 11% to 14%, while Royal Caribbean debt is yielding 12% to 14%, based on Bloomberg data. Debt prices were down two to six points based on face values of 100 cents on the dollar. The three cruise line operators have junk-grade ratings of single-B from S&P." "Royal Caribbean’s 11.625% issue due in 2027, another 144A issue, trades at 91 to yield around 14%. Its 7.5% bonds due in 2027 trade around 78 and yield 13.5%." S&P 500 Fibonacci support levels 50% - 3505, 61.8% - 3197.
  10. I'll defer to the SB faithful but I find it somewhat odd that they haven't released the full 2024 schedule. Regent & SS 2024 schedules have been out since July.
  11. CCL chunked the quarter https://www.forbes.com/sites/jonathanponciano/2022/09/30/carnival-stock-plunges-20-to-30-year-low-after-worse-than-expected-loss/?sh=2a1266ca794d
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