37 Capital

Just for fun. Not Financial Advice.✈️📈

[37 Capital @3SevenCapital]

Something weird is happening in the U.S. economy.
GDP is ripping. The output gap is positive. But real-time inflation is near zero.
This doesn't add up — and the bond market hasn't figured it out yet.
🧵 A thread on what Truflation, the GDP gap, and the Fed rate tell us about where rates go next:

[37 Capital @3SevenCapital]

@FcbShedy And nothing since😂

[37 Capital @3SevenCapital]

@Enilria6 You mean 7 years?😂😭

[37 Capital @3SevenCapital]

Because like others said, they have multiple flights in and out of JFK that they can swap clearance times with. Example: RDU-JFK has a clearance time of 5pm to land at JFK and that SEA flight has a 6pm time. Both delta flights. So they can see that more passengers connect on the Seattle flight and don’t want them to miss their connection so SEA take the 5pm landing time and RDU gets bumped. It’s a generic example with more nuance but I hope it gets the point across. Alaska can’t swap times since they only have like 5 flights to JFK and they don’t have the volume to swap times.

Also I’ll add if Alaska were to cancel, it’s a lot more difficult to then get to JFK. Delta has the network to be able to reroute you. They also need planes in their hubs so getting a plane to JFK is more of a priority than AS getting one of theirs there. Nothing against either airline…

[37 Capital @3SevenCapital]

@Aviation_lover0 @_ZachGriff Yeah and JFK is not. I said to AND from.

[37 Capital @3SevenCapital]

@Enilria6 Delta slowly falling behind. United clearly the leader at the moment.

[37 Capital @3SevenCapital]

@AmericanAir has proved that debt means nothing.

That’s why @AlaskaAir should buy @JetBlue …. ~$3 billion net debt added to balance sheet to gain access to JFK/BOS/FLL and a true European gateway. Transpacific and Atlantic covered and a healthy order book for the years to come, with over 100 newer aircraft already flying at JetBlue (A220/321NX)

Flyover cities are notoriously easy to get slots in and Midwest hub could be added with minimal effort.

Ben make it happen.

[37 Capital @3SevenCapital]

I don’t know why anyone keeps their ticket on a super delayed early morning flight (2-4am)… you really think the pilots are more awake than you are? #airline @Delta @AmericanAir @united

[37 Capital @3SevenCapital]

Long $BSX

[37 Capital @3SevenCapital]

@Enilria6 Cancel the airline💀

[37 Capital @3SevenCapital]

Seems like airlines flying out of the NE really dropped the ball this holiday weekend. Yikes

[37 Capital @3SevenCapital]

@megRN236 @UnearthedGrace @JetBlue Should’ve flown Alaska

[37 Capital @3SevenCapital]

@mikealfred Mexico City is safer than London lol

[37 Capital @3SevenCapital]

The only way to achieve alpha is to buy stocks others don’t want @ChrisCamillo

[37 Capital @3SevenCapital]

$PYPL still the easiest long

[37 Capital @3SevenCapital]

@cperruna @TheLongInvest Going forward that’ll be normal though… no more tariffs

[37 Capital @3SevenCapital]

@PropJoeDFS Cash for sure

[37 Capital @3SevenCapital]

@Enilria6 Getting acquired is the best outcome out of the three possibilities for sure. 🤞🏻🤞🏻