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Old 03-15-2021, 07:36 PM
  #2191  
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Originally Posted by Seneca Pilot
Not at all.

Consider the possibility that I have information that, while publicly available, may not be widely known. I fly for a fund manager. One of my non flying duties is helping out with research in my field. He has sources and information gathering tactics that I never would have thought of before coming here. Unless something major happens to change the equation, AA will not file BK and passenger numbers are going to stun those of us who are more inclined to be pessimistic. The airlines are WAY behind the curve and should have been training to all hands on deck by April 1. Profitability is near and passenger numbers are climbing fast. The hiring at the ULCCs and regionals is just the beginning.
Possibility dutifully considered.

ht
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Old 03-15-2021, 08:03 PM
  #2192  
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Originally Posted by Excargodog
Possibility dutifully considered.

ht

Ha, Ha, it's a closed fund. No one is asking you for money. A broken clock is right twice a day so there is room for us all to be right from time to time.
I would point out, though that I was talking about this the day before the JP Morgan conference.

Last edited by Seneca Pilot; 03-15-2021 at 08:15 PM.
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Old 03-16-2021, 06:08 AM
  #2193  
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The ides of March have come and gone
1.26MM screened,
1,064K , 14.8% more this week than last

YOY- all new highs and records
52% (Thu-Mon)
5 days in a row >50%
1wk 49%, 2wk 48%
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Old 03-17-2021, 04:35 AM
  #2194  
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3/16/21, Tuesday, 1.089 MM screened,
1,250 K, 17.2% more this week than last
6 days in a row >50%, and over 1MM

YOY- all new highs and records
50% over 2019
1wk 51%, 2wk 48%
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Old 03-18-2021, 03:39 AM
  #2195  
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3/17/21, St. Patty's day, 1.14 MM screened,
1,263 K, 17.0% more this week than last
7 days in a row > 1MM

YOY- all new highs and records
49% over 2019
1wk 51%, 2wk 49%[/QUOTE]
My biz travel proxy- Tue/Wed >1MM & 50% YO'19Y for the first time
Spoiler
 

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Old 03-18-2021, 07:11 AM
  #2196  
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This is when the YOY numbers will start looking AWESOME if only since 2020 really started to tank about now. We should be up a thousand percent before very long.
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Old 03-18-2021, 07:13 AM
  #2197  
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Originally Posted by Excargodog
This is when the YOY numbers will start looking AWESOME if only since 2020 really started to tank about now. We should be up a thousand percent before very long.


Yup - abandon all 2020 comps
I only post 2019 comps now - that too to the corrected weekday - TSA is still off by a day
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Old 03-19-2021, 02:35 AM
  #2198  
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Originally Posted by spirited
3/17/21, St. Patty's day, 1.14 MM screened,
1,263 K, 17.0% more this week than last
7 days in a row > 1MM

YOY- all new highs and records
49% over 2019
1wk 51%, 2wk 49%
My biz travel proxy- Tue/Wed >1MM & 50% YO'19Y for the first time
Spoiler
 

[/QUOTE]

There will be a reduction come 2nd week in April. I’m seeing reductions in overall capacity at that time.
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Old 03-19-2021, 03:46 AM
  #2199  
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3/18/21, Hangover from St. Patty's day, 1.4 MM screened,
1,208 K, 16% more this week than last
8 days in a row > 1MM

56% YOY 2019, 1wk 52%, 2wk 49%
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Old 03-19-2021, 04:43 AM
  #2200  
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Originally Posted by pangolin
I’m seeing reductions in overall capacity at that time.
What, in your crystal ball?? That is common sense at this point as Spring Breaks will be ending
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