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Insight: Playing Poker with Congress

Trust

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…

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…