Remember when in January, I said that a more efficient capital allocation was being pursued in Seattle, rather than supply chain dominance?

Then, in early March I highlighted a dirty little number – more on this matter comes with Bloomberg news below – that stood out as being very relevant, before testing the nitty-gritty details of Amazon + ATSG + Atlas Air.

I have no bragging rights yet, but on all counts there was valuable insight in yesterday’s earnings call, with several questions fielded by ...

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