Tag Boeing

Blain’s Morning Porridge Air Travel Alternative Assets aviation finance

Aero-Engine Problems and AirCraft As An Asset: Opportunity!

This week’s “shock” announcement of a major aero-engine maintenance crisis with RTX engines on Airbus Neo Narrowbodies is reverberating round the aircraft market. It pushes up the value of older aircraft – and will impact many airlines.

Airbus, Boeing, Max, Neo, RTX
Bill Blain
September 15, 2023

Blain’s Morning Porridge Air Travel Alternative Assets aviation finance

New Jet Engines are terribly efficient, but only when they work….

The news “green” Pratt & Whitney engines don’t work very well on new aircraft puts a whole new slant on the economics of airlines – favouring mid-life planes over less reliable, but oh-so-environmentally-more-friendly new ones..

Airbus, Airplanes, Boeing, GE, Pratt & Whitney, Raytheon, RTX, Safran
Bill Blain
July 28, 2023
2

Blain’s Morning Porridge Air Travel Alternative Assets Boeing

The Paris Air Show and the Outlook for Aviation – its “Dynamic”!

Orders are piling up at the Paris Airshow, but fractured supply chains, labour shortages and engine problems means new aircraft deliveries are delayed for years. That’s opportunity, but also hints at new dynamics in terms of how the aviation sector develops – the Age of Cheap Flight may be over.

Airbus, Airlines, Aviation, Boeing, Mid-life Aircraft
Bill Blain
June 21, 2023

Blain’s Morning Porridge Air Travel Alternative Assets aviation finance Bonds Debt

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.

Blain’s Morning Porridge Air Travel aviation finance

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…

A320, Airbus, Aviation Finance, B-737, B747, Boeing, Jumbo Jet
Bill Blain
February 2, 2023
5

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

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

Higher for Longer – Markets Could Struggle With the New Reality
September 22, 2023
The Bank and The Fed have served notice they will remain vigilant – higher for longer! Markets would be wrong to expect early easing. Wage Inflation and Energy remain very real threats over the medium term – it may trigger volatility as markets understand the new reality.Read More »
Debt is Not The Problem – Economic Management Is.
September 21, 2023
Many market participants fear the rising quantum of Government Debt spells crisis across the globe. Tush and Nonsense. Debt is not the problem – markets exist to price risk. The crisis lies in economic management, and Political Risk!Read More »
U-Turn on Net-Zero Raises Serious UK Market Risks
September 20, 2023
Rishi Sunak’s U-Turn on Net Zero is politically expedient, but raises serious long-term questions about the investibility of the UK economy and its place in the world, but… hey, it might just win them some votes (just don’t let your kids know!)Read More »
The Market has no Memory when it comes to Bank Capital
September 19, 2023
It’s International Talk Like A Pirate Day, which will make it interesting for UBS trying to persuade once-bitten, twice-shy investors to buy new AT1 CoCo Bond after what happened to Credit Suisse investors.. “Arrr… You know it makes sense, young Jim-me-lad… Shiver-me-timbers… “Read More »
Why the UK? Things are going to Get Interesting
September 18, 2023
It’s been a “meh” year for the UK markets, but they’re marginally up on the year. The outlook for a rusted economy, crashing discretionary spending, and an imminent housing collapse looks bad. As the UK electoral cycle kicks into high gear.. markets are in favour of change.Read More »