I write about aerospace and defense through a simple lens:

What is changing?
Why does it matter?
What happens next?

My focus is business aviation, aircraft economics, supply chains, aftermarket, and the capital decisions that shape long-cycle industries.

Aerospace is not a normal market. Aircraft last for decades. Supply chains are hard to rebuild. Maintenance matters long after delivery. Small constraints can create large second-order effects.

This site is where I think through those ideas in public.