May 24, 2026, Vol. 275
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Up in the air
Up in the air Back in June of 2023, we wrote about the resurgence of air travel following 3 years in which in-person events were canceled, and we all had to talk to our colleagues over Zoom. During the pandemic, the manufacturing of new airplanes had ground to a halt, but we believed production was…
Theme Update: Aerospace Alloy
Jumping into some themes, last June we introduced the aerospace alloy theme as a play on the surging demand for new planes, thinking at the time that this bull could turn into a super-cycle given the supply issues on such robust demand. Well, our alloy index has been on a tear (see chart below) so…
March 10, 2024, Vol. 167
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