Originally Posted by
ancman
I love when newcomers to our industry act as if black swan events and unexpected stagnation are only things that occurred in the past, and that anyone who suggests otherwise is old and jaded.
Pretty much the only guarantee between now and 2040 is that there will be another down cycle in this always-cyclical industry.
The 763 WB replacements and 40 WB AB’s will all occur by 2030 or early 2030’s. 5-6 years for it to happen. The 10 yr to WBB will only happen if we grow by 0% and have a black swan. But.. COVID and black swans are old news. We’ve seen the last of them 😉