The End of An Era in Aviation: Was the Jumbo the Best Plane Ever?
Blain’s Morning Porridge Feb 2nd 2023 – The End of An Era in Aviation: Was the Jumbo the Best Plane…
Blain's Morning Porridge
Financial Commentary for Smart People
Blain's Morning Porridge
Financial Commentary for Smart People
Tag Boeing
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.
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.
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.
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?