It hurts to admit, but Elon Musk played a blinder during the US election. Just how much more could he deliver to the US economy as part of the Trump administration? Disrupting entrenched US bureaucracies and the military-industrial complex could be transformational. I have a great business idea for him!

This morning the wind is blowing again in the UK. In Baku they are preparing for the gabfest that will be COP29. In Florida, Trump is getting ready to withdraw from the Paris Agreement on Climate Change. As the planet experiences its warmest year on record, and chaotic climate events multiply – where do we go from here in climate finance?

Boeing has just raised $21 bln of new capital – to keep the doors open. That is not a great look. It’s a saga of management and corporate failure unmatched in recent history. The consequences for global aviation are immense. I’m waiting to pick over the bones…

Tesla’s spectacular rally this week shows why it’s the stock to short if you think Harris will win. As the world becomes less stable, Deftech is the next new thing. But, the adoption of new battlespace tech is being slowed by bureaucracy, Primes and dumb thinking – factors common to every government and business.  

Blain’s Morning Porridge 16th October, 2024: Boeing, throwing the dice [...]

This is shaping up as another tense week on the ongoing uncertainty of the US Election. Harris or Trump? Equally important - will either win the whole suite of White House, Senate and Congress, avoiding political gridlock, but potentially unleashing a deluge of uncertainty on the US Bond market?

One year after the Hamas atrocities, the tragedy of Gaza and South Lebanon continue. The region remains on fire, and could ignite further conflict and instability including inflation, recession and impact the US election. To understand what happens next – how did we get here?

30,000 Boeing Workers are on strike, further slowing airline deliveries, backing up supply chains and creating higher costs for passengers. With a potential downgrade to junk, and an emergency capital raise in view – is the Boeing End Game approaching?

@Britishairways British Airways is something of a metaphor for Broken Britain. Doesn’t work very well, living off past glory and an uncertain plan for the future.

Alzheimers is becoming the most common cause of death. The costs it imposes, usually on families, but also on society are immense. Preventing it will require investment to research and therapies, but these makes sense in terms of the quantum (all of us!), and reducing the healthcare burden on society. There are investment solutions!