The Duopoly remains unstable

The Duopoly remains unstable

Observers of the commercial aviation space would do well to study game theory.  First, because it helps to better understand the choices facing the two primary players. Second, because it helps one better comprehend possible next steps and the downstream impacts they...

June 2021 Transactions

Here’s our updated model.  If you thought the only clue about a travel recovery was the rising traffic numbers, take a look at page two of the model.  The industry is grabbing aircraft from everywhere.  Since our readership is B2B, mostly industry people, we...