HeyJaredSwelbar on Airlines
An unvarnished, analytically supported view on the most talked-about issues in the airline business: the people running the airlines, labor unions, competition, Wall Street, and government's influence in one of the world's most interesting industries.
- Indexed issues, last 90 days
- 9
- Latest publication
- Sep 20, 2026
- Audience
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- Earliest in this view
- Jul 6, 2026
Latest issues
JSX: All About Wealthy Metros and Enclaves -- Its DNA Is Premiumization -- Its Intrinsic Value Increases Every Day (opens the original)
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THE TACTICAL DEFENSE OF THE COMPARATIVE ADVANTAGE STRATEGYEvery position which is to be held, even if the enemy passes by it, is a flank position; for from the moment that he does so it can have no other efficacy but that which it exercises on the enemy's strategic flank. Therefore, necessarily, all strong positions are flank positions as well; for as they cannot be attacked, the enemy accordingly is driven to pass them by, therefore they can only have a value by their influence on his strategic
The Dispute Between ALPA And a New Entrant Airline Is a Conundrum and Will Be No Breeze (opens the original)
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This day was going to come. It is now here. And it is potentially a really big deal - at least for airlines considered in the Value Airline and New Entrant categories.I first read about ALPA’s request to the National Mediation Board (NMB) to engage in what they view as deadlocked negotiations in flightglobal.com. And again, this morning in AirlineGeeks. In August 2025
Rethinking Old Thinking About the Efficacy of Global Alliance Models in Certain Geographies (opens the original)
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This post has been partially written for weeks. It began when United CEO Scott Kirby first talked about his idea of a merger with American and creating a true U.S. Flag airline. It is an interesting thought. What might history say?Go back to 1985, one year before United concluded its purchase of Pan Am’s Pacific Division. Pan Am and TWA were the primary U.S. airlines across the Atlantic; Northwest Orient (largest) and Pan Am carried the U.S. flag across the Pacific; and Latin America was served
Vector Labor Day: On Final (opens the original)
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Over the past weeks the number of stories about American’s cabin upgrades and Southwest and lounges leave me bored and yawning. Many months ago, the top of mind for me was about the game of catch-up that every airline was going to play chasing first mover Delta and United’s leads in generating increased revenue in the face of sticky cost increases that began in 2022. I am even beginning to wonder if United is not again playing another version of it catching up with Delta - but that is for anothe
The Decision Intelligence Lab Podcast (opens the original)
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I had the distinct pleasure of being asked by a friend from Duluth, MN, Vijay Mehrotra to talk OR and airlines on a podcast he developed along with Michael Watson. Vijay is now a Professor of Busine… Read more
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