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

What next for Banks in wake of CoCo crisis from Credit Suisse and Rising Inflation?
March 22, 2023
Just how vulnerable are banks to further contagion and crisis? With inflation still running loose, central banks still set to hike, while consumer and corporate pressures mount, the banking crisis may only just have started.Read More »
CoCos, AT1s – Proved Right at Last!
March 21, 2023
The “rescue” of Credit Suisse, thereby averting a European banking crisis, is getting less comment than the nixing of its $17.5 bln of CoCo Bonds. I’ve been warning about CoCos since 2011. Finally I got something right!Read More »
The War Between Market Stability and Chaos hots up – How will it play?
March 17, 2023
Central Banks face a mighty challenge persuading markets and depositors the banking system is stable. The war between chaos and order in markets has turned hot. At stake is the stability and future of the global economy. Anyone for the last few choc ice?Read More »
Credit Suisse – How Bad and What Next?
March 16, 2023
Credit Suisse is in the headlines for all the wrong reasons. Confidence in the bank is zero. The Swiss National Bank has provided a backstop, but a sale looks likely of the bank that just can’t get it right.Read More »
What future for Banks, and the UK budget
March 15, 2023
SVB is done and dusted, and its time to ask questions, like: what is the future for banks? What do they do, and how do they do it? Are they at an evolutionary dead end? Probably. And the sheer joy that is the UK budget… stronger coffee please.Read More »