Marty

@BuzzKill @jamezsender Love to see it sender

Oi oi it’s Sender himself! Welcome @jamezsender to The Hive! We can’t wait to see your sick COD content! Show some love and smash that like baaaby! 👇🏼🍯🐝 twitch.tv/jamezsender

@TheStalwart Hey Joe - if you ever want to chat about commercial aircraft financing let me know. 50% of aircraft are rented, largely from firms based in Ireland. Billions of $ per year. Aircraft also trade between lessors, and leases are often securitised.

This was one of those episodes where now everytime I read something about aviation going forward, I feel like I'll at least have some base to understand what I'm actually reading

Just reading back through the transcript, I learned a crazy amount about the aviation industry from our latest episode with @smkeyes. Here's a few things that stood out: 1) Why the Austin airport ran out of jet fuel earlier this year

The unicorn pfpid. 1 in 1,000 pfpids minted will inherit the black variant. We're reserving a limited number for special allocation. To win one, just retweet.

$EH Representative of @ehang discussing #UrbanAirMobility in Andalucía with: - @Airbus $AIR - @FADA_CATEC - @AERTECsolutions @JuanMa_Moreno to invest €572M from european funds for Aerospace infrastructures and UAVs testing fields. #ADMSevilla2021 juntadeandalucia.es/presidencia/po…

@balajis It's leaked into, of all places, aircraft values. Bidding is out of control for leaseback deals w/ 'good' airlines due to (1) insane demand for yield; (2) shortage of supply due to production cuts: 150bps over swaps for this risk is ludicrous. ifre.com/story/2890042/…

One interpretation: the Cantillon effect has produced an inflationary tsunami. It began by bidding up equities, commodities, and cryptocurrencies. Now it’s real estate, where the seemingly advantaged sellers are getting bags of depreciating cash. Soon it may be consumer goods.

Airbus confirms an average A320 family production rate of 45/month in Q4 2021 and calls on suppliers to prepare for the future by securing a firm rate of 64 by Q2 2023 Airbus is also asking suppliers to enable a scenario of rate 70 by Q1 2024 and for rates as high as 75 by 2025.

$EH #XYEHANG @ehang is presenting their products at the 2021 #Guangxi Science and Technology Exhibition in #Hezhou Exhibition Hall. (May 22nd-28th) Hezhou public investment in @ehang will amount to $141 million in 2021. gxhzxw.com/index.php/cms/… kjt.gxzf.gov.cn/dtxx_59340/kjg…

Here’s what that 1.8 million @TSA passenger traffic number from Sunday looks like. (via @pkedrosky)

U.S. airports are the busiest they've been since the pandemic began -- the strongest sign yet of a domestic travel revival that’s leading the way in jet fuel’s comeback trib.al/SmvqkWZ

NEW ODD LOTS: All about the topic du jour. @tracyalloway and I talked with @typesfast, the CEO of the logistics firm @flexport about how the world ended up in a deepening supply chain mess with no end in sight bloomberg.com/news/articles/…

Lilium places initial USD2.5 million price tag on its seven-seater eVTOL jet. urbanairmobilitynews.com/air-taxis/lili…

Get a cup of coffee because I will explain physics to you