MY SCREEN IS BLINKING RED

And it is not Rudolph's nose. It's Christmas week. I thought the season's colors were red AND green. Not this morning. Futures are red -- commodities, tech giants, Brent/WTI barrel prices, airlines and aircraft manufacturers too.

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Red Thinking
GET THE POPCORN

I am clearly just not getting it. With the IT being capacity growth in the US domestic system. I read quotes and have been told that history does not matter this time Bill. It is different.

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Red Thinking
IT'S US OPEN WEEK

I try to write before each of professional golf's 4 majors. The US Open is that tournament designed to be the ultimate examination that tests the skills required to master all facets of the game.

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Red Thinking
SHARE WARS: THE SEQUEL


Over time, the industry has engaged in fare wars, skirmishes and used miles to compete for share. Does anybody really think that yesterday's inflation news will move air fares up anytime soon?

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Red Thinking
VESTIGES REMAIN

Earlier, I wrote that whatever network relationship American (AA) and jetBlue (B6) were to conjure up after announcing their strategic partnership - questions would arise.

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William Swelbar
AIRPORT REAL ESTATE FOR $1,000

For sale, rent, lease? Game On! Whatever network relationship American and jetBlue (B6) were to conjure up after announcing their strategic partnership, the question of scarce airport assets was certain to emerge. It has. Southwest and Spirit have voiced objections following DOT's completed review of the relationship

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William Swelbar
IT HAPPENS IN 3s

Whether lucky or not, our 2020 forecast for domestic traffic will be very close. My concern is that our '21 thinking is too conservative. It predicts less than 60% of '19s domestic traffic. It is influenced by the the economy and concern about moving the consumer confidence needle. Hoping we are very wrong.

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William Swelbar
DEMOGRAPHY

Definition: the study of statistics such as births, deaths, income, or the incidence of disease, which illustrate the changing structure of human populations.

I have said many times, demography will be a required skillset in the study of tomorrow's airline networks.

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William Swelbar
#8 IN THE PERIODIC TABLE

It has been 3 weeks since I have posted. Much has happened that has been well covered like change fees, capacity changes, low fares and frequent flyer miles being used to attract demand and Boeing is a story that keeps on giving.

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Maia Hariton
FOREVER A PAWN...


..in Washington's political games. Last week many outlets reported that AA would cut flights to as many as 30 smaller U.S. cities as the CARES Act requirement to serve them expires on September 30. Politicizing small community air service yet again.

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Maia Hariton