Category Boeing

Blain’s Morning Porridge Apple Boeing Equities

BP Stock Buyback – a missed opportunity, and why buybacks distort capitalism.

BP will use some of its windfall Ukraine Oil Spike profits to fund a stock buy-back. Stock buy-backs are appropriate is some limited circumstances, but generally they distort the way capitalism is supposed to work, undermining good companies and sound corporate governance.

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

Easy money was the drug that fuelled the 2010s and now it’s Cold Turkey Time!
December 7, 2022
Doom and Gloom dominates the economic mood. Analysts are predicting just how bad it will be next year – but easy money was the drug that fuelled the financial excesses of the 2010s, the market is still addicted to it, and the current dire sentiment is cold turkey..Read More »
Financial Idiot of the Year 2022: Nominations Time
December 6, 2022
There is a long list of contenders for financial idiot of the year. Who will win?Read More »
Kwarteng wins Financial Idiot of the Year as IMF warns on the dangers of debt and swaps… and Buttcon worth $1?
December 6, 2022
Good is bad, and bad is good as Kwasi Kwarteng wins the Financial Idiot of the Year award as the IMF warns about the consequences and dangers of $80 trillion of hidden swap debt and rising global debt levels. Should we worry? Probably.Read More »
Underinvestment and Zero Growth? What’s wrong with the UK is a lack of honesty…
December 5, 2022
The CBI think the next decade could be lost as the UK is swamped by stagflation, zero growth and disinvestment, and wonder what the government’s plan is? There isn’t one except to ignore the brutal truth of acknowledging the greatest mistake the UK ever made.Read More »
Big Tech and evolutionary dead-ends. Too Big to Survive.
December 2, 2022
Big Tech is so yesterday. Prices peaked last year, but there are limited reasons to expect they will ever become so dominant again. They are too big, under the regulatory cosh, and increasingly under competitive pressure. They are heading the same way as the dinosaurs.Read More »