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Aircraft

  • Boeing, Defence, Capitalism, Economy, USA,
    May 15, 2025

    Boeing scores largest aircraft order, but…

    Boeing is slowly climbing its hill towards recovery. The last few years saw the firm tumble on the back of a host of crises of its own making. It’s coming back together, but the question remains: can it remain relevant without a big capital pool to spend on developing the next generation of aircraft, in the face of new competition?

    read more
  • Capitalism, Trump, Boeing, USA, Supply Chains, Aviation Finance, Air Travel,
    September 23, 2024

    Boeing – back in the hole and predictably in Crisis

    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?

    read more
  • Alternative Investments, Debt, Bonds, Aviation Finance, Air Travel,
    May 10, 2023

    Aviation – an asset class ripe with opportunity, and more than a few issues..

    Aviation is booming. Airlines are buying planes. Passengers want to fly. There are just a few little problems... There aren’t enough planes. That makes Aircraft as an Alternative Asset a great investment opportunity.

    read more
  • Covid, ESG, Pre 2021 Porridge,
    April 16, 2021

    There is a great pestilence [still] upon the land

    Markets are celebrating spring, rebirth and recovery. The problem is the pandemic is not over, and may continue to cast is baleful malice over markets for decades. Meanwhile… would you appoint an ESG-compliant, full-on Woke gender & diversity championing Head-hunter to find you the next killer quant-trader?

    read more

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  • Pre 2021 Porridge

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The Morning Porridge is not investment advice. It is market commentary based on discussions and information gathered from multiple sources believed to be reliable. No guarantee is given for its accuracy or completeness. It is not an offer to buy, sell or solicit investments or securities. The author may have a position in companies or institutions discussed in this commentary.

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