Airport Uncertainty
By Ed McKinley
The concerns of airport administrators don’t differ much from those of airline executives. They all want their passengers back.
Airports were among the casualties when the commercial aviation industry crashed. To assess the injuries, Luckbox requested the aid of sector expert Stephen Van Beek. Here’s what he had to say.
How long will airports and airlines remain under the spell of COVID-19?
The airlines are acknowledging that this isn’t a six- to-nine-month problem, or even a one-year or two-year problem. It’s more like a three- to five-year problem.
And if it is that long, the industry will not return to the form it had on Feb. 29, 2020. There’s just no way it can go through a period of years with an abundance of capacity...
BUSINESS & ECONOMY
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How Safe Are REIT Yields?
By Luckbox
|History provides an answer. Most real estate investment trust sectors seldom skimp on dividends, even during a financial crisis. An excerpt from a new book, Educated REIT Investing, explains why.… -
Office REIT Reckoning
By Brad Thomas
|Workers and small-business owners suffered in the first months of the pandemic, but real estate investment trusts could feel the shock later. Nevertheless, one ticker merits consideration. Social distancing has… -
This REIT Wins Playing Defense
By Ed McKinley
|Corporate Office Properties Trust specializes in defense-related tenants, inoculating the company against economic downturns Not even a worldwide pandemic can stand in the way of the master plan for Corporate… -
Two Competing Economic Theories: Hayek vs. Keynes
By Luckbox
|Two of the 20th century’s most prominent economists, John Maynard Keynes and Friedrich August von Hayek, offered sharply contrasting views of the Great Depression. Their arguments of the 1930s seem… -
Stop the Presses
By John Phelan
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Office Space: The Sequel
By Ed McKinley
|Real estate investment trusts that specialize in office space appear likely to emerge intact (but different) from the downturn When a newspaper mistakenly ran Mark Twain’s obituary while he was… -
Luckbox leans in with Stephanie Kelton
By Jeff Joseph
|Stephanie Kelton is a rarity among scholars of economics. Instead of confining her ideas to a college lecture hall, she’s moved onto the world stage. Documentary filmmakers trail her. She… -
Too Big to Prevail
By Tom Sosnoff
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Bear Market Models
|Beware the unholy combination of global pandemic, sharply reduced GDP, unprecedentedly high unemployment and a bear market correction Reactions to the COVID-19 global pandemic, including the lockdowns, quarantines and social… -
Air Travel Will Shrink to Adapt
By Ed McKinley
|An aviation veteran explains how every aspect of air travel— from the size of the plane to the number of possible destinations—could be smaller at the other end of the… -
The New Order
By Ed McKinley
|Luckbox looks at the coronavirus-induced challenges that lie ahead for airlines, gaming, the stock market and almighty Amazon. WINNERS & LOSERS IN THE POST-VIRUS ECONOMY Some businesses are struggling to… -
Grounded Until Further Notice
By Ed McKinley
|Will America’s air carriers ever regain their lost glory and profitability? Experts offer a resounding “Maybe Commercial air travel made the time-worn fantasy of a magic carpet ride seem lame… -
Gaming Keeps Growing
By Josh Chapman
|The industry’s revenue projections stay healthy as more players turn to video gaming during the pandemic-induced shutdown COVID-19 has changed the way the world is entertained, at least for as… -
Southwest Airlines: A Lot to LUV
|With lots of cash and relatively low expenses, Southwest Airlines’ profits and stock price will take off when air travel recovers. The COVID-19 pandemic has crushed airline stocks, and for… -
Air Travel Will Shrink to Adapt
By Ed McKinley
|An aviation veteran explains how every aspect of air travel— from the size of the plane to the number of possible destinations—could be smaller at the other end of the…