Swelbar on Airlines
William SwelbarAn unvarnished, analytically supported view on the most talked-about issues in the airline business: the people running the airlines, labor unions, competition, Wall Street, and government's influence in one of the world's most interesting industries.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 236 | Subscribers | Read | swelbar.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Allegiant Airports Conference and Leocha's Travelers United
What a weird title wouldn’t you agree?
If jetBlue, then Who?
Yesterday, March 26, 2026, as we were eating lunch, the price of a jetBlue share of stock was $4.29. 11 minutes later, shares were traded at $4.88 up nearly 14%. That was not about a news that buoyed the industry, it was news that jetBlue h...
So Many Thoughts. So Much to Think About. Where to Start?
The JPMorgan Industrials Conference and its airline industry discussions moderated by Jamie Baker and Mark Streeter never disappoints. This year was no exception. There was good news all around pertaining to the demand environment holding u...
Hope the US Government Remembers 2008
Dark Days, but Can the JPM Flip Save Us Once Again? That was the title in yesterday’s research note from the Scott Group at Wolfe Research referencing airline stock performance (if you can call it that) in the face of the War and the result...
Authors
The writers behind this newsletter.
Swelbar is a known speaker/expert witness regarding the economics of commercial air transport. Currently the Chief Industry Analyst at The Swelbar-Zhong Consultancy - An Economic Analysis and Research Firm focused on commercial aviation.
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