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Year 2022

Insight: This time its different

Comparative Traffic Graph

INSIGHT:  This time, its different This time, it’s different.  Today’s situation is unique.  We’re in the midst of an industry recovery but facing a recession when revenues typically fall, and industry earnings suffer.  Our thesis is that airlines may actually…

The US Tentatively Approves Delta-LATAM JV

latam delta air lines alianza comercial brasil

The Joint Venture Agreement (JV) between Delta Air Lines and LATAM Airlines Group received provisional approval and antitrust immunity from the Department of Transportation (DOT) on Thursday. The US Tentatively Approves Delta-LATAM JV. Delta-LATAM JVA approved – kinda. The DOT…