Don't Panic

[flyingpotato]

"Only when the tide goes out do you discover who's been swimming naked." Who shall the casualties be and who shall survive?

To quote our wise leader this Sunday: "sometimes you have to take medicine to fix something."

 

[ClearedForOption]

I am pretty good at operating the Sky Carriage, but I have no idea what these charts mean... more context please for another "flying potato" of the lower right chart.

 

[flyingpotato]

I am pretty good at operating the Sky Carriage, but I have no idea what these charts mean... more context please for another "flying potato" of the lower right chart.

Not good. Likely a few of the names here will enter bankruptcy or outright cease to exist if this summer’s travel demand is lackluster. Compounding to this is a volatile equity market that has investors running towards safe haven assets—which the airlines, compounded by falling travel demand, unpredictable tariffs policy, higher debt loads and shift to savings mode by US consumers and businesses, are not attractive investments. There are few with sound fundamentals (UA, DAL) that will likely go without cuts to routes, personnel and planes. But even that is not guaranteed while companies remain at wait and see mode. There’s too much uncertainty now to forecast accurately.