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CFA. Debunked Bloomberg's $SMCI spy BS. $GME OG. Ran a $100M+ L/S solar book. Semicap & China enthusiast. Princeton. 1A fan. Future South Australia Premier.

Jan 7, 2020, 5 tweets

Random FUD incoming...
Just met a Canadian WestJet 737 pilot in Chile who's been motorbiking through South America for months now. Tons of vacay w their MAX fleet grounded. More interesting was his pilot buddy that works for @AirCanada. They have no prior gen 737s.

So ALL of their 737 pilots have been on paid leave for ~10 months now (they won't lay them off bc presumably they'll need them at some point). This has got to be entirely 's bill to foot in the end. FWIW, looks like the MAX is about 10% of their overall fleet.

I asked about when they think they'll return to service. Answer was that consensus thinking in Canada (Air Canada/Westjet) is RTS is at best a summer event, maybe fall. 🤷‍♂️ All those Feb/Mar deadlines will continue to push out

Good news was that he's having a great time overlanding South America on Boeing's dime (ultimately)

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