We updated our monthly transactions model. Subscribers have access to the far more detailed version.
We see signs of life coming back into the market. But it likely takes several years for the shock to be worked through. On the other hand, there has never been a better time for strong airlines to clean out their fleets, losing the high cost models while they can.
Co-Founder AirInsight. My previous life includes stints at Shell South Africa, CIC Research, and PA Consulting. Got bitten by the aviation bug and ended up an Avgeek. Then the data bug got me, making me a curious Avgeek seeking data-driven logic. Also, I appreciate conversations with smart people from whom I learn so much. Summary: I am very fortunate to work with and converse with great people.