Delta Airlines just disclosed that the recent government shutdown cost them a staggering $200 million in lost profit. That's not pocket change — we're talking about a major carrier taking a serious hit from Washington's dysfunction.

Think about the ripple effects here: delayed travel demand, operational chaos, TSA slowdowns. When federal agencies grind to a halt, the travel sector bleeds first. And if Delta's feeling this much pain, imagine what smaller operators are facing.

This is exactly why macro events matter for your portfolio. Political gridlock isn't just headlines — it's real money evaporating from balance sheets. Worth keeping an eye on how this plays out for the broader aviation and hospitality sectors.