AirBoss

Airlines: Some Costs They Can't - And Shouldn't - Cut

And as bad as the Majors story is -- and it is -- the story is far worse at Regional/ACMI operators, where the FO is at food stamp wages and flies more legs at low altitudes in the weather with less capable equipment.

LED Lighting for the Masses

Can you say "CREE"? I knew you could...

A123: Bulls Are Powering Up Battery Maker's Options

The double did not occur until October 5th.

What's A123 Actually Worth? It's Anyone's Guess

A123 storage density nicely buffers the time of day seasonality of residential, commercial and remote wind and solar generators.

A123 Increases IPO Price Range

This completely ignores the potential in local storage of household, commercial and municipal solar and wind power installations. Arguably, much greater than vehicle storage.

T. Boone Pickens' Hedge Fund Concentrates on Energy, Drops Basic Materials

Remember Mesa LP...

Continental and UAL: An Airline Pair Trade

You do know that these two carriers are linked via code-share, global alliance and M&A discussions, right?

HP Lands Deal to Design New American Airlines IT System

Odd choice of name for a customer service product designed to be stable, reliable, consistent, etc..

The jetstream constantly migrates, never the same location, direction, altitude... Suggests the design and service will be all over the place, too. Not to mention "self-service".

Bombardier Cancels Learjet Order: Another Sign of Challenging Conditions in the Business Jet Market

The beatings will stop when morale improves...

The Collapse of the CCX Carbon Emissions Contract

Explains why Bartiromo did a CCX/Sandor profile this weekend.... ;-)

Why the Electric Car Mileage Debate Is Meaningless

At 20cts per kWh to "fill up", plus the CAPEX premium, no plug-in-hybrid is going to be "cheap".

Nearly Bankrupt Airlines: A Good Short

This opinion assumes they will all go quietly, without any attempt to raise capital. To paraphrase Mark Twain, "Reports of the airline industry's death is greatly exaggerated."

Citi's $100 Million Payday (NYT)

"If Citigroup had 100 Mr. Halls under contract, they probably wouldn't be partly owned by the government today."

If 100 times the losses by counterparties had been experienced, as would have occurred in the above hypothesis, none of us would be around to argue about it.

Building Allegiant Travel Position on the Way Down

ALGT is not an airline so much as a "travel company", making huge marks on non-airfare sales, like historically cheap Las Vegas hotel room night sales. But latest Q, their ancillary revenue deteriorated, unexpectedlly. How long into the recovery will their sweet deals on Las Vegas hotels persist? How long into the recovery and oil price rise will past-prime, used MD-80s remain economically non-obsolescent? And don't forget, these are mostly ex-Valujet people running the show.

United Airlines Shows How Not to Run a Business

You don't understand. It's all about the bonuses. Self-enrichment rules.