UPDATES

1. Delta is planning to return all pilots by October 2021.

2. United's view of a recovery is couched inside of their order for 25 737 MAX aircraft. United mentions that aircraft orders need to be made at least 12 months before they are needed. They have long suggested 2022 or 2023 as a recovery timeframe.

3. The number of nodes on Southwest's route map have been a story since the beginning of the Pandemic. Lots of thinking about what sized airplane might be next.

4. Spirit just keeps on adding routes.

5. Andrew Levy's AVELO will fly in 2021. The first new entrant since jetBlue in 2000.

6. Sun Country files for its IPO.

7. Alaska orders 68 MAX aircraft with an option for 52 more. They say they will have fewer aircraft in 2023 than in 2019, but it is likely that they will be offering more seats.

8. Jamie Dimon, Chairman and CEO of JP Morgan, is one of those you listen to. He suggests we need to be cautious on stimulus and that there is a good chance of a "gangbusters" economy the rest of this year into 2022.

9. The administration announced that there will be enough vaccines to vaccinate all adults in the US by the end of May.

The interpretation of the list above is all yours.

William Swelbar