Category Boeing

Blain’s Morning Porridge Bank of England Boeing central banks distortion Global Growth Inflation interest rates

Central Banks: Inflation and How they Crashed Boeing

Two simple questions for Central Banks; what was their plan, and what is it now? The consequences of 14 years of monetary experimentation are upon us. From Macro to Micro, Boeing is a sad illustration of the consequences of central bank policy.

Boeing, Central Bank Policy, Inflation, politics
Bill Blain
May 18, 2022
13

Blain’s Morning Porridge Boeing Capitalism Economy lithium Tesla

Market storms roll in one by one, another Risk-off Week in Prospect

The immediate financial market outlook is risk-off driven by Ukraine, followed by rising fears and concerns about inflation policy mistakes, wondering when to pick the bottom in the tech cycle to buy great ideas, why Boeing should be in jail, and longer-term concerns about where we are going in terms of transition.

ARK, Bitcoin, Boeing, Disruptive Tech, Inflation, Telsa, Transition, Ukraine
Bill Blain
February 21, 2022
2

Air Travel Alternative Assets Blain’s Morning Porridge Boeing

Global Travel may reopen – but just how uncertain is the outlook for aviation?

Airlines are likely to get a knee-jerk boost when global travel reopens post pandemic, but the outlook facing the aviation sector in terms of balance sheet shattered airlines, struggling aircraft manufacturers, reluctant consumers and a glut of older aircraft has seldom been so uncertain. Yet, in times of confusion there is opportunity!

Blain’s Morning Porridge Boeing

Boeing? Worst company on the Planet?

A new book on the fall of Boeing is getting the headlines this morning. I’ve been arguing it illustrates all the worst excess of capitalism – yet how many investors have called it out? Very few. Why does ESG apparently not apply to Boeing?

Boeing, corporate failure, Market failure
Bill Blain
November 17, 2021
4

Boeing Markets

Blain’s Morning Porridge, Nov 19 2020: And was Jerusalem builded?

“Show me a home where the buffalo roam, and I’ll show you a messy carpet.” Walking Home For Christmas Charity…

Bill Blain
November 19, 2020

Boeing ESG Green Energy Rant Tech

Blain’s Morning Porridge – May 21 2020: ESG – Now it Matters!

Blain’s Morning Porridge – May 21th 2020: ESG – Now It Matters! “Even the bad guys get to be heroes…

Bill Blain
May 21, 2020

Economy Boeing Markets Rant

Blain’s Morning Porridge (1) May Day 2020: Boeing – Marx Wins

Blain’s Morning Porridge – May Day 2020 “I fly because it releases my mind from the tyranny of petty things.”…

Bill Blain
May 1, 2020

Economy Boeing

Blain’s Morning Porridge – April 2 2020 – Resilence is at Risk!

Blain’s Morning Porridge – 2nd April 2020 “There are only two perfect hedges; the first is a flat book and…

Bill Blain
April 2, 2020

Scotland – Does it have to be a binary question?
July 1, 2022
9 years after Scotland voted to stay in the United Kingdom, the neferendum continues as Sturgeon demands a recount. But does it have to be this way? Independence looks like economic suicide, but Scotland is a nation rich in inventive people. Maybe we need something different: a new Union of proud, independent but culturally aligned nations?Read More »
Outlook for the second half? Rising interest rates and ongoing supply shocks spell trouble
June 30, 2022
Stocks tumbled 20% in H1, but Central Banks are fixated on Inflation as the No 1 priority with higher interest rates nailed on. Supply chain issues remain difficult, meaning corporate earnings will remain under pressure. The market is setting up for further weakness through H2.Read More »
The UK should lead by spending more on Defence – we can!
June 29, 2022
Inflation is increasing the burden of the UK’s debt, but it’s been well managed and should not impact as heavily as it might in other highly indebted nations. We can probably afford to spend more – especially in Defence, the primary duty of any state.Read More »
The End of American Exceptionalism Has Massive Market Consequences
June 27, 2022
The US just took another step towards the end of the Age of American Exceptionalism. It will have major consequences on markets and geopolitics. The West has limited time to prepare for some profound changes.Read More »
Has Covid Changed the Capital Markets for the Better?
June 24, 2022
Post-pandemic markets are challenging! We’re juggling multiple crises from inflation shocks, market wobbles and policy normalisation. Markets today are adjusting to the last 14 years of extraordinary monetary policy which have distorted the basis of markets and economic behaviours. Addressing them will be a long-term market challenge.Read More »