AIRLINE COMPETITION
- TOO MUCH CAPACITY OR THE WRONG CAPACITY MIX? Departed Seats Version.
- TOO MUCH CAPACITY OR THE WRONG CAPACITY MIX? ASM Version.
- RIGGED? TOO CONCENTRATED? MY MODEL IS NOT BROKEN!
- Airline Competition at an Inflection Point?
- It’s Becoming the Spoke and Hub System
- 50 Years Ago Today..
AIRLINE CONSOLIDATION
- As Jimmy V Said: Laugh Everyday
- Just how big does the turkey need to be?
- Does DOJ Get Part of the Breakup Fee?
- Stuck in the Middle with You
- Just Sayin’
- JetBlue’s Contrarian Spirit
- Just Off of a Redeye….
- Vestiges Remain
- Airport Real Estate for $1,000
- No Crying Uncle.
AIRLINE DEMAND
- TOO MUCH CAPACITY OR THE WRONG CAPACITY MIX? Departed Seats Version.
- Just Mumblin’
- Demand Dip Might Be Temporary? – But Fragile!!
- Jailbreak?
- Game On?
- Feeling Euphoric
ANCILLARY FEES
COST CONVERGENCE
- RIGGED? TOO CONCENTRATED? MY MODEL IS NOT BROKEN!
- The Southwest Pilot Agreement Exposes Pattern Bargaining
- My Cost Convergence Talk Circa 2008
- Let The Madness Begin
- The Op-Ed That Wasn’t
- Yesterday’s (062822) Irony…+ Musings
COVID AND THE CARES ACT
Christine Boynton
DCA PERIMETER RULE
DEMOGRAPHY
Delta Air Lines
Doug Parker
Elliott Investment Management
FAA REAUTHORIZATION CIRCA 2023
- It’s #SWELBAR. Must Be A Butt Dial.
- Hey Bill – Go To Hell!!!
- Talking Reauthorization with Mike Boyd V2
- #Reauthorization Madness
- House T&I Committee Hearing on April 19, 2023
- #FAAREAUTHORIZATION: Keep it Simple S_ _ _ _D
FINANCIAL RESULTS
INDUSTRY THEMES IN 2021
- Stuff I Talked About in the 2nd Half of 2021
- Stuff I Talked About in the 1st Half of 2021
- You Name A Title
JETBLUE SPIRIT MERGER
- RIGGED? TOO CONCENTRATED? MY MODEL IS NOT BROKEN!
- #JetblueSpiritMerger – First Thoughts
- By The Numbers: 765, $6.6B and $8.6M
- What’s Icahn’s R.O.E. at Jetblue: Financial or Something Else?
- A Chronology of a Deal Done Wrong
- Allergic to Stupidity – Breaking Out In Sarcasm
- Theeee Spirit – Jetblue Question!
MUSINGS – DATA ANALYSIS
PILOT SHORTAGE CIRCA 2022
- No “Shortage” of Concerns
- I’ve Got A Bad Feeling About This…
- Go Ahead, Shoot the Messenger
- The Scope of Hypocrisy
- I’m Pissed…
POST PANDEMIC US AIRLINE INDUSTRY
- TOO MUCH CAPACITY OR THE WRONG CAPACITY MIX? Departed Seats Version.
- TOO MUCH CAPACITY OR THE WRONG CAPACITY MIX? ASM Version.
- The Second Half of the Dereg Game is About to Start
- My Thinking Through the Pandemic Era
- New Vernacular to Emerge?
- My Thinking Through the Pandemic Era
- From a Growth Industry to a Colluding One?
- The rest of 2022
REGIONAL AIRLINE SECTOR
- To DOT/FAA: Stop Placating Us and Consumers Too
- Thinking the Worst is Behind Us…
- My Talk at TRB
- Tired of the Topic – Especially Today
- 5. My Thinking Through the Pandemic Era
- Is RAA’s Crisis an Industry Crisis?
- Forever a Pawn…
SMALL COMMUNITY AIR SERVICE
- #AirportDirector(s) Under Attack, Part II
- #AirportDirector(s) Under Attack…
- Another 23 Hours in a Car – Part II
- DBQ: Tilting at Windmills
- Letter to Congress
- Thank You Ed
- It Should Be an Aha! Moment
- I Did Not Want To Go Here — ALPA
- Must Have Hit a Nerve…
- Taxes, Death…
SOUTHWEST AIRLINES
SWELBAR-ZHONG RANKING OF AIRPORT AIR SERVICE PERFORMANCE
Spirit Airlines
THE LOW-COST AIRLINE MODEL
- TOO MUCH CAPACITY OR THE WRONG CAPACITY MIX? Departed Seats Version.
- TOO MUCH CAPACITY OR THE WRONG CAPACITY MIX? ASM Version.
- RIGGED? TOO CONCENTRATED? MY MODEL IS NOT BROKEN!
- Consolidation, Competition, Consumer Benefits
- Just Who is “Scratching Their Heads”?
- Commodity Business, Segmentation then Pattern Bargaining
- Friday Afternoon Musings…
- I Do Love Weekend Reading
- Arrogant and True – Part 2
- Arrogant and True…
- The Risk Equation
THE SWELBAR-ZHONG RESEARCH LAB
- TOO MUCH CAPACITY OR THE WRONG CAPACITY MIX? Departed Seats Version.
- TOO MUCH CAPACITY OR THE WRONG CAPACITY MIX? ASM Version.
- UNDER MY THUMB …
- RIGGED? TOO CONCENTRATED? MY MODEL IS NOT BROKEN!
- As We Get Ready For 2024
- A Look Back: 2008 Was One Hell Of A Year
- More Output From Our Lab
Ted Christie
US AIRLINE ORGANIZED LABOR
- The Southwest Pilot Agreement Exposes Pattern Bargaining
- No Perimeters Limiting Shameful Actions in this Industry
- The Weekend Chinwag: Part 135, Article 8 and a Bus
- 6. My Thinking Through the Pandemic Era
- Destination: Point Stupid
- Remembering the Delta DOT. The Summer From Hell.
- An #ALPAtross Around a Full Recovery
US GOVERNMENT AND AIRLINES
- TOO MUCH CAPACITY OR THE WRONG CAPACITY MIX? ASM Version.
- Part II: Clowns, Ghosts, Chameleons and a Farting Dog
- Clowns, Ghosts, Chameleons and a Farting Dog
- Musings, Chinwags or Whatever…
- EAU EAS: Too Cute by Half
- #DOJ, The #NEA, Any Neoteric Ideas Are Likely D.O.A.
- Egregious, Asinine, and Shameful (EAS)
- The DC Blame Game
- Transformative