Looking at today's news, I'm seeing a critical disconnect that nobody's talking about. (https://www.marketwatch.com/story/boeing-clears-key-hurdle-and-stock-rallies-leading-the-dow-ffd2dcbd?mod=mw_rss_topstories) and the stock ripped — but here's the problem: airlines just posted their latest earnings with insane fuel headwinds. $UAL raised guidance *despite* a $6B fuel bill. That pricing power was supposed to be temporary war-premium elasticity.

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