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Ernest Arvai

Ernest Arvai

President AirInsight Group LLC

Insight: Playing Poker with Congress

Boeing

Boeing’s CEO David Calhoun is playing poker with the US Congress. He spoke yesterday about the potential certification issues with the MAX10 and for the first time indicated that Boeing might walk away from that program should Congress not provide…

Additional Scrutiny Coming for Boeing

Boeing Building

Boeing will face additional scrutiny of its aircraft production, including the 737 MAX, as the US Congress reportedly plans an audit. News of the proposed audit follows disclosure of the findings by the Investigative Division of the Australian Broadcast Company…

Insight: This time its different

Comparative Traffic Graph

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 survive the recession well, potentially…